Ben specialises in retirement income strategies, tax efficiency planning and business profit extraction planning working with large family groups and business to grow assets in a tax efficient manner 

He works with some of the most successful business owners and company directors in the UK. Ben takes time to understand the specific needs of the individual and create a long term plan to help achieve their long term financial ambitions. Once a plan is created, Ben is studious in monitoring the progress towards the clients goals using sophisticated modelling programs to ensure their financial ambitions become a reality. 

In more recent years, Ben has developed a reputation of being a leading adviser for Sportspersons. Their unique circumstances require a different type of planning and having worked with many sportspersons, Ben is very aware of these needs and is instrumental in ensuring they are financially comfortable post their sporting career. 

Ben is a Chartered Financial Planner, allowing him to articulate the most complex and technical concepts in a manner clients understand. He achieved a Fellowship of The Personal Finance Society, this demonstrates his knowledge and technical capability and his ongoing commitment to professional development.  

Ben is also SOLLA (Society of Later Life Advisers) accredited, allowing him to advise clients who are deemed vulnerable or who require care. This area of advice is heavily regulated owing to the vulnerabilities of the clients and only the highest standard of financial advisers are invited to be SOLLA accredited.