- Diploma in Financial Advice
- Certificate in Mortgage Advice and practice
- Certificate in Retail Banking Conduct of Business
- Certificate in Regulated Equity Release
- Certificate in Long Term Care and Later Life Planning
Ben has experience providing financial advice in the following areas: retirement planning, pensions, investments, mortgages and protection. He has completed several additional qualifications and intends to continue working towards being a Chartered adviser to better help his clients with their complex financial needs.
Ben believes listening carefully to his clients’ needs, and treating them with the same respect you would hope your own family would receive, is integral to his approach to financial advice.
Outside work, Ben loves spending time with his family and socialising with friends. You can often find him engrossed in a good film or book.
- Meeting new people
- Family Time
- Lazy sundays
- Rice pudding
- Being late
- Bad manners
The important stuff
All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register. You can find Ben’s entry here.
Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified. You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Ben’s.