0161 808 0215 | 07725 544984
- Diploma in Financial Planning
- Advanced Diploma in Financial Planning
- Award in Pension Transfers (Pension Transfer Specialist)
- Certificate in Long Term Care
- J10 Discretionary Investment Management
- ISO 22222 Certified
- Listed as one of the top 35 advisers under 35 by Citywire
Ben has several years of financial planning experience (having started advising clients at just 24) and joined Depledge SWM after a long and successful period with Tilney, Smith and Williamson, where he worked closely with the partner in the Manchester office providing expert advice to HNW individuals (including business owners and senior executives) on a wide range of complex issues.
Like Andrew, Ben is a Chartered Financial Planner and is also recognised as a ‘Pension Transfer Specialist’ – both of which demonstrate his commitment to the profession of Financial Planning, as well as a willingness to go far beyond the minimum qualification requirements so that he can provide the highest quality of advice.
Ben prides himself on providing excellent service to his clients and loves to build meaningful, lasting relationships based on trust and “doing what he says he will and more”.
In November 2021, Ben was listed by Citywire as one of the top 35 advisers under the age of 35.
Outside of work, Ben has a variety of passions/interests such as golf, travel, good food, music and reading.
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 and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS. You can click here to view Ben’s.