Head of Paraplanning
Current Role
Ben is the Head of Paraplanning, responsible for the Technical Support team and is based at our Head Office, Lyndhurst House in Harpenden. He is an experienced Paraplanner with a high-level knowledge of pensions and investments and works closely with Chartered Financial Planner, Lee Garner. He is furthering his studies to obtain the Advanced Diploma in Financial Planning and obtain Fellowship status, the most prestigious level of professional achievement in our industry.
Outside of work, Ben is an avid amateur triathlete and trains with the local triathlon club.
Previous Experience
Ben joined the team in 2010 as part of the administration and advanced to Paraplanner in 2014 after obtaining his Diploma in Regulated Financial Planning. He has since completed further exams and has obtained the following qualifications.
- Certificate in Discretionary Investment Management
- Certificate in Securities Advice & Dealing
- Certificate in Equity Release
- Certificate in Advanced Mortgage Advice
- Certificate in Mortgage Advice
- Award in Pensions Update
- Award in Long Term Care Insurance
