Benjamin says: “It costs nothing to be kind and always treat people how you would like to be treated. Make your own luck! You can’t just sit there and cross your fingers in life. Enjoy being outdoor and active. Life is too short to sit around thinking about what could be!” Ben offers personalised, bespoke advice to his clients and ensures that he helps them create value and wealth in a competitive marketplace. He strives to seek out and deliver financial services that suit the needs of his client base, dedicating time to advise on how investments, savings and pensions can be hugely beneficial when living overseas (particularly when medium- to long-term). Not one client will have the same goals and expectations from their investments. This is why Ben carefully considers options that have the potential to create the best returns and protection in the prevailing circumstances.
- CISI level 3 & 4
- Currently sitting DIPFA level 4