Chartered Financial Planner
Ben is a Chartered Financial Planner with over 10 years’ experience and who has a particular focus on tax efficiency.
After studying management and economics at university, Ben left to work in Financial Planning where he creates comprehensive and complex financial plans helping clients achieve their financial goals using lifetime cash flow analysis.
Previously working in the City for a national Wealth Manager, Ben swapped this in 2017 when he joined Alan Boswell.
He advises high net worth clients and their families, trustees and professional introducers in areas such as pensions, inheritance tax and trusts, tax efficient investing and offshore structures.