APFS
Ben is a Chartered Financial Planner and joined Attivo in 2023, having worked in financial services since 2019. He is a member of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).
Technical Excellence
All Financial Planners require a Diploma in Financial Planning to provide advice. Ben holds both the Diploma and the Advanced Diploma in Financial Planning.
To achieve Chartered status, Financial Planners must hold Advanced Papers from the CII. Ben holds the following Advanced Financial Planning Papers:
Financial planning: Ben builds long-term strategies that align goals, resources, and lifestyle priorities.
Pension planning: He designs retirement solutions that balance security, flexibility, and tax efficiency.
Taxation and trusts: He structures wealth to protect assets, reduce tax exposure, and support succession.
Investment planning and Business financial planning: He develops portfolios that match objectives, risk tolerance, and time horizons.
