0203 544 6810
Based in Bank
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FCA status: Certified by Firm
Last checked: 14 March 2025
Ben is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ben's status
7
Recent Client Reviews
Verified reviews: 100%
Ben has received 7 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 10 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
1 qualification certificate available to view
Ben has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Ben has provided information on their typical fees
Ben has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
7
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Ben
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ben (based on 7 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 14 March 2025
Ben is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ben's status
7
Recent Client Reviews
Verified reviews: 100%
Ben has received 7 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 10 February 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
1 qualification certificate available to view
Ben has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Ben has provided information on their typical fees
Ben has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
7
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Ben
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ben (based on 7 first impressions)
My career in wealth management has felt like a fitting progression following more than a decade working as an Insurance Broker in the City of London and, prior to that, serving as an officer in the Army – all of these roles have required three crucial elements, which I hold as the core principles of my approach: attention to detail, communication and, most importantly, trust. I feel particularly passionate about helping individuals and families secure the resources they need in order to enable them to live the life they wish to lead. Whether its savings and investments, pensions and provision for later life, or tax and estate planning, I believe the key to giving people the right advice is to first listen carefully to their own objectives, ambitions and desires for themselves and their loved ones. One of my main areas of interest and expertise is in ‘intergenerational wealth transfer’, and I hope to continue to promote awareness that careful planning, financial protection and use of schemes such as Trusts can create considerable prosperity for the next generation. I take great pride and satisfaction in building and maintaining long term client relationships by repaying the trust put in me with sound advice, constant support and being someone to turn to in the event of any life change. When not at work, I like to keep active through cycling, rugby and running – I am always especially keen to take part in extreme physical challenges in order to raise funds and awareness for a variety of charities.
Offers available through VouchedFor
Contact Ben through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Ben's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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