Ben is a Chartered Financial Planner and Fellow of the Personal Finance Society with deep expertise in the entrepreneurial journey from both sides of the table.
Having spent several years at a boutique investment house specializing in VC funding for small businesses, he understands the unique financial challenges founders face when building and scaling their ventures.
Today, he works with a diverse client base ranging from early-stage entrepreneurs navigating their first fundraise to high net worth individuals and those planning for retirement. Ben believes that smart financial planning shouldn’t constrain your entrepreneurial ambitions – it should fuel them by giving you the clarity and confidence to make bold decisions when it matters most.
Cashflow modelling
Turning the complexity of your financial life into a clear, visual picture – so you can make big decisions with confidence rather than guesswork.
Retirement planning
Helping you define what retirement actually means to you, then building the plan that makes it possible on your terms.
Pension planning
Maximising the most tax-efficient vehicle most people never fully use – from carry-forward and salary sacrifice to SIPP property purchase and beyond.
Tax efficient investing
Structuring your wealth across the right wrappers, in the right order, so more of what you earn stays where it belongs – with you.
Legacy planning
Protecting what you’ve built for the people who matter most, through a joined-up approach to IHT, gifting, trusts and intergenerational wealth.
Investment management
An evidence-based, academically grounded approach to growing your wealth – broadly diversified, cost-efficient, and built to keep emotion out of the decisions that matter most.
Working with founders and HNWIs
Advising entrepreneurs and high-net-worth individuals through the moments that define their financial lives – exits, liquidity events, complex tax positions and the question of what comes next.
What professional qualifications do you have?
FPFS, EFP.
What is your favourite book?
Dopamine Nation.
What do your friends say about you?
Doesn’t do well in direct sunlight!
What is the best thing about working for a B Corp business?
Making a positive impact on clients as well as the planet.
What did you want to be when you were growing up?
An F1 driver or Valentino Rossi!
