As a member of the Chartered Insurance Institute and an Associate of The Personal Finance Society, Ben has over a decade’s experience working across different areas of Wealth Management with both major financial institutions as well boutique firms. His roles have transitioned from Investment Analyst, researching and developing bespoke investment portfolios, to Chartered Financial Planner working closely with clients across wide range of planning scenarios.
Having known Martin for many years, joining Raymond James, Exeter has provided Ben with the perfect opportunity to continue providing exceptional financial planning advice to existing and new clients, building trusted long term client relationships whilst drawing on his expertise as a Discretionary Investment Manager and sitting on our Investment Management Committee.
During his career, Ben has had the pleasure of helping his clients realise their objectives, often helping people going through personal change and creating tax efficient, cost effective and risk managed plans which provide peace of mind and security as they make important financial decisions.
Ben works with clients across the south and southwest as well as nationally and specialises in Retirement Planning; helping his clients plan for, transition into and secure their retirement, ultimately helping them sustainably reap the rewards from their years of hard work.