Ben has worked in Financial Services for a number of years, starting out with an International Money Manager. Ben’s knowledge base and experience were further enhanced when he joined a boutique London-based Financial Planning Company, specialising in the provision of financial advice and wealth management for Medical professionals.
Ben holds qualifications with both the Chartered Insurance Institute and Chartered Investment and Securities Institute and is working towards Chartered Financial Planner status. Based in our Leeds office, Ben provides solutions to clients’ complex financial planning and retirement issues with particular expertise in the intricacies surrounding the NHS pension scheme. He is passionate about building long-lasting relationships and developing comprehensive holistic financial plans for businesses and families to achieve their financial goals.