0330 038 8939
Based in Mirfield
View locationChecks carried out by VouchedFor
FCA Regulated
Last checked: 07 March 2025
Benjamin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
17
Recent Client Reviews
Verified reviews: 100%
Benjamin has received 17 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 06 November 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.
2
Qualifications Uploaded
2 qualification certificates available to view
Benjamin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Benjamin has provided information on their typical fees
Benjamin has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
3
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Benjamin
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Benjamin (based on 3 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Last checked: 07 March 2025
Benjamin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
17
Recent Client Reviews
Verified reviews: 100%
Benjamin has received 17 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 06 November 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.
2
Qualifications Uploaded
2 qualification certificates available to view
Benjamin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Benjamin has provided information on their typical fees
Benjamin has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
3
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Benjamin
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Benjamin (based on 3 first impressions)
Benjamin joined the family business in 2013 as an administrator and paraplanner for John Philpott IFA. A year later, Benjamin became qualified and started giving financial advice. Today, he specialises in providing financial planning for business owners and people planning for retirement. Benjamin is keen to give his clients the best and most up-to-date advice, which is why he spends much of his spare time listening to personal finance podcasts. Outside of work, Benjamin loves spending time with his family and friends. He has two children: Zachary and Hermione. He enjoys training at the gym, mountain biking, and sweating it out on his Peloton. He also loves Center Parcs!
Offers available through VouchedFor
Contact Benjamin through VouchedFor and your initial 30 minute 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 Benjamin's clients
Based on responses provided by clients who have reviewed this adviser
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