Ben Allen

I have been in the industry since 1998 and specialise in Pensions, Investments, Estate Planning, Corporate Financial Planning and Long Term Care. My Company is responsible for the management, preservation and creation of individual, trustee and corporate client’s wealth, with the ethos of the company being to build long and loyal relationships with our clients through our ongoing management service. I am a great believer in minimising tax for my clients by utilising all available allowances to reduce income tax, Capital Gains Tax, Inheritance Tax and offering advice to all generations within the family. Through our Services & Investment Process, we will develop an informative and comprehensive strategic plan, which will incorporate financial objectives and solutions either to yourself, the company or the trust. Cash flow analysis is crucial to our planning process, to help you avoid capital depletion and income deficits. This is achieved through the experience of all staff within our firm and the close working relationships with the legal and accountancy professions.