BSc (Hons) DipPFS
Ben is an Associate Financial Planner and joined Attivo in 2024, having worked in financial services for 7 years.
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.
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.
