Ben joined the team in 2015 as a Paraplanner. He works closely with our Advisers to ensure that any non client facing tasks such as preparing and administering the client’s advice reports are carried out efficiently and succinctly. Ben is heavily involved in our Advice process, which allows him to use his technical understanding of Financial Services to create compliant, client-friendly Advice Reports.
Ben has worked his way through the CII Diploma exams and is a qualified Pension Transfer Specialist.
In his spare time, you will usually find Ben watching sports, including Formula 1 and football (Ben is a die-hard Liverpool fan).