“I pride myself on making complex issues sound understandable for my clients. I speak in normal language, which helps put them at ease and gives them a much clearer picture.”
- Locations
- Lincoln
Ben produces bespoke financial plans for a range of clients, but mainly high-net-worth individuals and families. He specialises in providing cashflow modelling and has helped spearhead its wider use in the Lincoln office.
After launching his career in financial services in 2015 as a Paraplanner at IFA Ethos Financial Solutions in Doncaster, he then moved on to RBC Brewin Dolphin in the same role in 2018. He became a Financial Adviser in 2020.
Ben has a Diploma in Regulated Financial Planning and an Advanced Diploma in Financial Planning from the Chartered Insurance Institute. He is a member of the Personal Finance Society and is also the Lincoln office’s Engagement Partner, focusing on improving employee engagement, wellbeing and communication between teams.