0330 038 8939
Based in Cheltenham
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: January, 2023
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Ben is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ben's status
Last checked: 17 April 2025
Ben is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ben's status
37
Recent Client Reviews
Ben has received 37 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ben has received 37 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 26 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
Ben has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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 not yet added their fees to their profile
Fees not yet added
Ben has not yet added their fees to their profile
10
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ben (based on 10 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 10 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Ben is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ben's status
Last checked: 17 April 2025
Ben is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ben's status
37
Recent Client Reviews
Ben has received 37 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ben has received 37 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 26 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
Ben has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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 not yet added their fees to their profile
Fees not yet added
Ben has not yet added their fees to their profile
10
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ben (based on 10 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 10 first impressions)
With 20 years of experience as a financial adviser, I specialise in savings and investments, pensions, estate planning, and family protection. I work closely with clients to create strategies that fit their financial goals and comfort levels. Retirement planning, making sure assets transfer smoothly, and protecting loved ones are at the heart of what I do. If you would like to meet with me to discuss your financial needs, this first meeting is at no cost to you at all, but an opportunity for each of us to get to know each other. You will not have to make any decisions during that meeting but you will leave knowing exactly how I can help and how much it will cost if you decide to take advice. In my spare time I enjoy spending time with friends and family. I am also very keen on sport, football (coaching a junior team), cricket, running and many others!
£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
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