Benjamin Philpott

Benjamin Philpott

Philpott Financial Limited

Minimum savings/pensions: Over £250,000

0330 038 8939
Based in Mirfield
View location

Top Rated 2025
Verified since: November, 2019

4.9 out of 5

151 reviews


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)

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

Clients' level of financial expertise

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Clients' level of financial expertise

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