After beginning his career in banking in London, he qualified as an Independent Financial Adviser in 2002 and has spent many years helping clients achieve their financial goals.
He holds the DipPFS qualification and specialises in pension planning, particularly using self-invested personal pensions (SIPPs) to facilitate commercial property purchases for business owners. His experience enables him to support clients with both their personal and business financial planning needs.
Ben enjoys building long-term relationships with his clients and takes pride in becoming a trusted adviser to entire families over many years. He believes successful financial planning is built on trust, understanding and continuity, and finds it particularly rewarding helping clients navigate important decisions throughout their lives.
The value of your investment and income from it can fall as well as rise and you may not get back the original amount you invested.
The Financial Conduct Authority does not regulate taxation advice. The value of investments (in a pension) can go down as well as up and you may get back less than the amount invested.
The Financial Conduct Authority does not regulate some aspects of corporate financial planning, automatic enrolment and taxation advice.