Ben Holt

I have been working in this industry since I was in my early twenties. I have had business and finance running through my veins since studying the subject at University where I gained a strong grounding in economics, accountancy, strategic planning and financial risk to name but a few. I left university with a 2:1 BA Honours degree in Business Administration and went into my first job as a trainee stockbroker almost straight after. Through significant industry change, I studied hard and gained my diploma in Financial planning in 2012. I have a sound knowledge of the global markets, the economic/political climate and of pensions in particular. I choose to focus on Pensions and investments. I have an ability to 'think outside the box' and a natural talent for spotting an opportunity, which in turn can give the client a significant edge to their overall financial planning. My drive, ambition and interest in your financial matters, means you have someone you can fully trust to look after your finances and ensure only the very best advice is delivered. I serve a local community in Weymouth, Dorchester, Poole and Bournemouth. My clients mean everything to me, my business would be nothing without them and I treat them like family. Outside of the world of finance, I am a keen musician and singer songwriter and my time is spent writing songs and playing piano. I am also father to two little princesses whom keep me busy! Get help with your inheritance tax planning and understanding the tax implications of the estate you leave or accessing an inheritance you have received. Warning: HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be foreseen. Estate Planning is not regulated by the Financial Conduct Authority. Get help to understand the best level of life, critical illness and income cover for you. Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help on making a plan for a comfortable retirement; whether it’s starting a pension or understanding how much you should be contributing to one. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested. Get help understanding and evaluating your retirement options, whether it be via an annuity or a drawdown, or discussing the other available retirement income options for you. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.