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Ben Charkin – Partner
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.
- How I can help you
- monitor investments and advise you on the most appropriate way to invest your money, depending on your attitude to risk and timescales;
- make the most of your current savings and investments, and help you to understand what you already have in place;
- advise you on how to invest tax efficiently to help improve growth and returns;
- provide protection for your loved ones to ensure they are looked after in any situation; and
- plan for your retirement to help ensure you achieve the lifestyle you want when you retire.
I provide advice on all aspects of financial planning, which will help you to achieve your specific financial goals. Depending on your requirements, I can:
Ben is professional at all times, extremely pleasant and very helpful, nothing is too much trouble. Keeps in regular contact and is always eager to give good, clear advice when needed. I have peace of mind knowing that Ben, with his knowledge, will always keep an eye on my investments.” Lynda D
I put my clients’ interests at the heart of all I do, and will do my best to understand your immediate financial needs and life goals, allowing me to create the right solutions for you. To find out how I could help you, please ring me on my mobile 07815 086 956, or if you prefer, email me at email@example.com
- How I work
In the early stages I like to get to know my clients really well. I try to understand your current financial situation, your immediate needs and your life goals. I get to the heart of what is important to you, so I can develop a deep understanding of your objectives and identify where I can add value and help you to make the right choices. Understanding your needs and desires is fundamental, and I make it my aim to help you engage and become more interested in your financial situation.
My goal is to work with you over the long-term, building a mutually beneficial relationship that is based on trust and respect. Working in partnership with you, I will deliver your financial aspirations through tailored strategies, decisive actions and first class ongoing service.
- G10 Taxation and Trusts
- G20 Personal Investment Planning
- G80 Long Term Care, Life and Health Protection
- Advanced Financial Planning Certificate
- Diploma Qualified
- BSc Hons – European Business with French
I am in my early 40s and am married to Emily. Together we have five children, Sophie, Henry, Olivia, Florence and Edward.
I have worked in the financial services industry for 15 years+, with previous roles at Barclays and Santander. Since February 2011 I have been a Partner in Foster Denovo, the multi-award winning firm of financial advisers. I’m based in its London offices.
I am an active person and enjoy keeping fit and I also love spending time with my family.
“Ben Charkin was very professional when dealing with my request for critical illness cover. He made extra effort to thoroughly understand my family’s specific objectives and priorities, and recommended a product that I am still very happy with. His ethics and values are impeccable.”
“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 makes dealing with him a real pleasure. I greatly value his advice and feel that I can place my trust in his judgement with confidence. He’s like a friend and adviser all rolled into one, quite a rarity!”
Frank and Carole G
“Ben Charkin has been our financial adviser for over 5 years. He is an excellent communicator and has steered us the right way. We have several investments all of which are doing very well thanks to Mr Charkin’s advice. Mr Charkin, or Ben as we refer to him, is a good friend and we enjoy his visits to our house. He is very efficient and extremely speedy in any queries we may have. Ben is a charming guy with a great sense of humour and we wish him every success in his work.”
“Ben is professional at all times, extremely pleasant and very helpful, nothing is too much trouble. Keeps in regular contact and is always eager to give good, clear advice when needed. Have peace of mind knowing that Ben, with his knowledge, will always keep an eye on my investments. Wouldn’t hesitate in recommending him to family and friends. Thank you Ben.”