Partnering for Success!
Bespoke paraplanning services to help you achieve exceptional client outcomes.
We provide bespoke paraplanning and consultancy services that support you in delivering exceptional client outcomes. By combining our technical expertise with a deep understanding of your needs, we offer solutions that are both precise and practical.
Our mission is simple - to be a trusted extension of your team. We provide flexible, scalable support that helps you stay compliant, work more efficiently, and focus on what matters most: your clients.
Meet Ben, our Founder and Managing Director...
Ben is a qualified Financial Planner and Pension Transfer Specialist with over 15 years of industry experience. Throughout his career, he's helped countless clients and advisers make sense of the often-complicated world of financial planning, breaking it down with clarity, precision, and a sharp focus on achieving real, measurable results.
Pensions and retirement planning have been a huge part of Ben’s career, giving him extensive experience in SIPPs, SSASs, and Defined Benefit Transfers. He’ll admit, he actually enjoys getting stuck into a good pension calculation - whether it’s helping high earners navigate the NHS Pension Scheme or untangling the complexities of the Lifetime Allowance, the problem-solving side of the job is something he finds incredibly rewarding.
Ben also has a strong background in investments, having served on multiple firms' Investment Committees, playing a key role in shaping their investment strategies. His expertise spans everything from helping local IFA practices build and refine their centralised investment propositions, to working with multi-family offices that serve affluent clients with more bespoke, complex investment needs. His experience extends across both public and private markets, structuring investment solutions that are tailored to a variety of investor profiles.
A keen advocate of cash flow modelling, Ben has spent years using tools like Voyant and Truth to help clients visualise their financial futures. He finds great satisfaction in transforming complex data into clear, actionable plans that empower individuals to make informed decisions.
Over the years, he's been fortunate to work with a diverse range of clients, from those just starting their financial journey to ultra high net worth entrepreneurs with more sophisticated needs. His goal has always been to simplify complexity, turning financial jargon and data into meaningful and practical insights that clients and advisers can use to achieve their goals.
He's equally passionate about helping businesses thrive. Whether it’s optimising processes, ensuring compliance, or building robust frameworks, Ben loves finding ways to make advisers’ lives easier so they can focus on what matters most: their clients.
His qualifications include:
- CII Level 3 Certificate in Financial Services
- CISI Level 3 Investment Operations Certificate
- CII Level 4 Diploma in Regulated Financial Planning
- CII Level 4 Certificate in Pension Transfer Advice
- CII Level 4 Certificate in Discretionary Investment Management
Ben has also completed a number of AF level papers with the CII, and holds full MCSI Membership with the CISI.
If you’d like to connect, whether you’re looking for insight into paraplanning, financial advice, or just want to chat about optimising business processes, Ben would love to hear from you. Feel free to get in touch!
