0330 038 8939
Based in Mirfield
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: November, 2019
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Benjamin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 07 April 2025
18
Recent Client Reviews
Benjamin has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
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: 06 November 2024
2
Qualifications Uploaded
Benjamin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Transparent Fees
Benjamin has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Benjamin has provided information on their typical fees
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Benjamin (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Benjamin
Checks carried out by VouchedFor
FCA Regulated
Benjamin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 07 April 2025
18
Recent Client Reviews
Benjamin has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
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: 06 November 2024
2
Qualifications Uploaded
Benjamin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Transparent Fees
Benjamin has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Benjamin has provided information on their typical fees
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Benjamin (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Benjamin
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
Household income
Savings
Clients' level of financial expertise
Review
by a verified client in West Yorkshire
18 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We have been clients of Bens for years and both myself and my husband are now looking to retire early, we needed advice on how to take the next steps.
How has Benjamin Philpott helped you?
He has give us both advice as to how our Pensions and share ISA’s are performing and what we can expect to take from them once we retire. He has given us advise on the best way to proceed. He is always at the end of the phone or email to answer any questions / queries we have.
Have you seen the outcome you were hoping for?
Yes, Ben has been managing our Portfolio for a long time, over the years he has advised us on how to plan and made sure that our investments were in the right place and performing the best they could, so we now have the funds we need to allow us to take early retirement.
What could they have done better?
Nothing, everything has been managed well,
Benjamin:
Dear Jacqui & Mark, Thank you so much for taking the time to share such a thoughtful review. It’s been a pleasure working with you both over the years, and I’m delighted to hear that you’re now in a strong position to pursue early retirement. I’m glad you’ve found the advice around your pensions and ISAs helpful and that the long-term planning we’ve done together has delivered the results you were hoping for. It’s always my aim to ensure your investments are working effectively for you, and I’m pleased you feel supported and well-informed throughout the process. Wishing you both all the best for this exciting new chapter. Warm regards, Benjamin PhilpottReview
by a verified client in West Yorkshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
long term financial planning
How has Benjamin Philpott helped you?
Ben has followed from his father as our financial adviser and he has continued to monitor our investments and give us sound and helpful advice
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not a lot,
Benjamin:
Hi John, Thank you so much for your kind review. It’s truly a privilege to continue supporting your financial journey, following in my father’s footsteps. I’m delighted that our ongoing advice and monitoring have provided the sound guidance you’re looking for. Long-term financial planning is about consistency and trust, and I’m grateful to be part of that process with you. Warm regards, Benjamin PhilpottReview
by a verified client in North Yorkshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed advice about my pension funds
How has Benjamin Philpott helped you?
Yes he did a through investigation regarding my personal requirements
Have you seen the outcome you were hoping for?
Yes everything is on track and well monitored
What could they have done better?
Nothing Ben is approachable and nothings too much bother
Benjamin:
Hi Paul, Thank you for your kind words. I'm so pleased to know you felt supported in getting a thorough, tailored approach to your pension planning. It’s always my goal to provide clear, personalised advice and ensure everything stays on track. Your trust means a lot, and I’m glad to hear you feel well-monitored and confident in your pension plans. Best regards, Benjamin Philpott Philpott FinancialReview
by a verified client in North Yorkshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed Financial advice
How has Benjamin Philpott helped you?
He gave us valueble advice we needed and it was easy to understand
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, we are very happy with the service provided
Benjamin:
Hi Mark, Thank you so much for your review. I'm delighted to hear that you're happy with the service and that the advice provided has been clear and valuable. It’s always my aim to ensure clients fully understand their options and feel confident in the decisions they make. Take care, Benjamin PhilpottReview
by a verified client in West Yorkshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Nearing the age where important decisions needed to be made for retirement.
How has Benjamin Philpott helped you?
Provided support and advice on options available and how to plan to gain best outcomes.
Have you seen the outcome you were hoping for?
Yes, very happy so far with products and performance.
What could they have done better?
Nothing comes to mind!
Benjamin:
Hi Richard, Thank you so much for your kind review. I’m really pleased to hear that you're happy with the advice and support we’ve provided, and that the products and performance are meeting your expectations as you approach retirement. Thanks again for your trust, Richard. I look forward to continuing to support you. Best regards, Benjamin PhilpottVouchedFor Disclaimer
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