Why choose us?
We think differently
Never willing to settle, we drive ourselves to exceed expectations and deliver outstanding advice to every client we speak to. And our results prove this.
At all times, we act with initiative and confidence. This is what makes us more than a service to our clients; we become a trusted partner, confidant, and problem solver to help them achieve financial success.
Ben is VouchedFor Top Rated
We’re proud to say we are included in the VouchedFor Top Rated Guide for 2025, distributed by the Times. This makes it the second year in a row that Ben has been included in the guide.
The purpose of this guide is to help identify the best advisers throughout the UK based on client feedback. Ben’s Top Rated Adviser status on VouchedFor is evidence of the high regard he’s held in by clients just like you.
To learn more, please visit our blog post all about our inclusion by clicking here.
A personalised approach
You can trust Ben to take excellent care of your finances; he’ll treat you like part of his own family. Whenever you have a question, he’ll be there at the other end to put you at ease.
Competitive fees
We offer transparent and competitive fees. We can charge less than other firms because we have low overheads that keep prices down. However, the advice given is still at a qualified, quality level.
High-level qualifications
Ben holds accreditations and qualifications that are widely respected in the financial services profession. These include Chartered Financial Planner status and Fellow of the Personal Finance Society (PFS).