Get to know Ben
Ben is an Independent Financial Planner based in Yorkshire and holds a Diploma in Financial Advice (DipFA). He provides financial planning services both in person and remotely via telephone or video call, offering flexibility to work around clients’ schedules.
He provides independent advice across areas including investment, retirement, protection, and estate planning. Ben enjoys building strong working relationships with clients, based on mutual trust and honesty. He takes the time to understand each client’s specific needs and objectives, providing tailored solutions designed to help them achieve their financial and life goals.
Outside of work, Ben has two young children who keep him very busy. He regularly attends football matches supporting a once-great team, and enjoys being outdoors and staying active, with the occasional opportunity to socialise!
Estate planning advice is not regulated by the Financial Conduct Authority.
Must-know information
Meet the rest of our team
Whatever stage you’re at, we’re here to guide you seamlessly through your financial planning journey.
Hawksmoor
Hawksmoor Investment Management is a UK-based investment manager providing discretionary portfolio management and multi-asset solutions. Their research-led approach supports advisers and clients in building portfolios that are carefully structured and actively managed. Learn more here.
Argentis insights
A compilation of resources to support your financial planning and long-term goals.
Qualifications
Diploma for Financial Advisers (DipFA)
This diploma is a high-quality route for meeting the standards required to provide financial advice. The programme is designed to reflect the role of an IFA, providing individuals with a thorough understanding of the profession and practical skills to apply in practice.
