I have over 15 years’ experience in helping people achieve their personal financial ambitions.
Typically I work with individuals and families, most of whom don’t have the time to formulate a financial plan to deliver their goals. Instead, they prefer to work with a friendly, approachable and knowledgeable financial adviser who they can trust.
Using my experience and knowledge, I can help you to build a financial plan which will take into account all of your financial priorities to help deliver your goals. I focus on what’s important to you and provide advice in a clear and simple way that is easy to understand.
“Ben has always been extremely helpful in guiding me through the intricacies of investing my money safely and profitably, and he has answered my many questions in a clear and straightforward way. His approachable manner and totally professional attitude at all times make dealing with him a real pleasure. I greatly value his advice and feel that I can place my trust in his judgement with confidence.” Denise C
When you plan ahead for key events, they tend to run smoothly: funding your retirement, moving up the property ladder or financing your children’s education. Maybe you need investment guidance or advice on a family member’s long-term care. Whatever your needs, I can help guide you on your financial planning journey.
The value of your investment can go down as well as up and you may not get back the full amount invested.
The Financial Conduct Authority does not regulate taxation and trust advice.