Ben was managing partner from 2009 before becoming chief executive in 2017 for the legal practice which have three offices across the Humber Region.
Background
Ben was introduced by Andy Poole in Armstrong Watson’s specialist legal sector team following the structural changes being made to his company.
Following the introduction to Justin Rourke, Armstrong Watson Financial Planning Consultant, Ben was able to review the impact of the corporate changes to both his individual finances and that of the business which included pensions, property and business protection.
Why did you choose Armstrong Watson Financial Planning & Wealth Management?
It was very important that we approach the correct financial advisers to add value to our future and they were just what we were looking for in a strategic partnership.
What three words would you use to describe your Financial Planning Consultant?
Approachable, professional and communicative.
How has the advice helped you?
It was important that we looked towards the future to protect all of our employees but also the owners of the business from the family perspective. Peace of mind was certainly something that we were looking for from the advice from Armstrong Watson, and this is something which I feel got achieved. Most importantly, they have been very clear in their advice.
What are your expectations as to how the relationship will develop?
In the future we’ll certainly be looking for the same level of service which we have already received and I’m very confident that they have an over-reaching level of service across many different streams of advice that we can tap into to give us a competitive advantage.
You can watch the full interview with Ben Pepperell here. If you’d like to get in touch or find out more about our service you can visit our financial planning and wealth management page or send us an email: help@awfinancialplanning.co.uk
