Director - Financial Planning
Ben has been with the firm since 2010 working within our financial planning team, where he initially joined as a financial planner and is now a director within the financial planning team.
He is a Chartered Financial Planner and accredited by the Society of Later Life Advisers (SOLLA) and holds specialist qualifications in advising vulnerable clients.
Ben’s areas of expertise lie in investment advice to beneficiaries of estates, retirement advice, later life planning, including care fees planning, estate and inheritance tax planning, advice to trustees, attorneys and court appointed deputies, equity release and, advising vulnerable clients.
Outside of work Ben enjoys spending time with his family, walking his dogs and keeping fit.