Ben Urlotti

Ben Urlotti

Pursuit Financial Planning Ltd

Minimum savings/pensions: Any amount

0330 038 8939
Based in Dalton-in-Furness
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Top Rated 2025
Verified since: September, 2024

4.9 out of 5

18 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 16 February 2025

    Ben and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 18

    Recent Client Reviews

    Verified reviews: 100%

    Ben has received 18 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 16 September 2024

    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

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 16 February 2025

    Ben and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 18

    Recent Client Reviews

    Verified reviews: 100%

    Ben has received 18 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 16 September 2024

    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

Hi there, I'm Ben, a financial adviser and proud father of two wonderful kids, and happily married to my incredible wife. I understand how busy life can get when you're juggling family, work, and all the day-to-day responsibilities. That's why my approach to financial planning is built around real-life needs - whether you're saving for your children's education, planning for a secure retirement, or just trying to create a solid financial foundation for the future. As a husband and father, I know how important it is to make sure your loved ones are taken care of, no matter what life brings. I'm here to offer advice that's both practical and personalised, with a focus on helping families achieve financial security and peace of mind. I believe in building lasting relationships with my clients, based on trust, transparency, and a genuine desire to help. Financial planning can feel overwhelming, but I aim to make it approachable, understandable, and ultimately empowering for you and your family. Let's work together to turn your financial goals into a reality, so you can focus on what truly matters—spending quality time with the people you love. If you’re ready to take the next step in securing your family’s future, I’d love to chat.

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).

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Adviser Disclaimer

Pursuit Financial Planning advisers are qualified in financial planning and advise on a range of products from Prudential and other carefully selected providers. This is known as a restricted advice service.