Ben Lancaster

Thank you for viewing my profile. I am an Associate Partner at The Cosgrove Partnership LLP, established in 2007. We provide independent financial advice to a wide demographic of clients, including but not limited to, Business owners, Directors and Senior executives in a wide range of industries. A link to the website can be found here -https://www.cosgrovepartnership.com/ (this is currently being refreshed/redesigned and will shortly include my details also). In addition, I am a Chartered Financial Planner (Chartered ALIBF) and Pension Transfer Specialist (AwPETR). Achieving 'Chartered Financial Planner' status and also being recognised as a 'Pension Transfer Specialist' highlights my commitment to the profession and most importantly, providing clients with the best possible advice. In November 2021, I was named by Citywire as one of the top 35 advisers in the UK under the age of 35 and in 2022, was shortlisted for ‘rising star of the year’ by Professional Adviser. I am SOLLA (Society of Later Life Advisers) qualified (which means I can advise those in later life regarding the issues that can occur). You can read over 100 excellent client reviews/testimonials on my VouchedFor profile. My work has been featured in the Financial Times / FT Adviser on several occasions and I regularly contribute to their publications. 1) https://www.ftadviser.com/your-industry/2023/11/23/case-study-she-was-overwhelmed-and-anxious/ 2) https://www.ftadviser.com/ftadviser-focus/2023/12/06/i-wish-i-had-more-time-to-support-people-who-probably-need-it-most/ 3) https://www.ftadviser.com/ftadviser-focus/2023/12/12/i-did-not-need-to-do-this-but-felt-it-was-the-right-thing-to-do/ I have benefitted greatly from working my way up the ladder at a large corporate financial planning business (Tilney, Smith & Williamson, now Evelyn Partners), culminating in me directly supporting one of the Partners in the Manchester office. Then further, at a senior level within a small business (Depledge SWM). I will taking the best of both into Cosgrove. My many years of financial planning experience and the superb support team I work with equip me with the ability to provide first-class advice and service. As above, the people I typically work with are: • Business owners: I’ll help you plan for the future of your company and your family, ensuring you can meet both your business and personal goals. • Company directors: I’ll help you to incorporate tax-efficient, thorough financial planning into your business and daily life, preparing you for eventual retirement. • Senior executives: I’ll help you to address the complex financial implications of being a high earner, both for the present day and your future retirement lifestyle. There are many reasons why my clients choose to work with me and Cosgrove: • Chartered: Chartered status is the ‘gold standard’ of financial planning and is indicative of my commitment to developing my knowledge and adhering to a code of ethical conduct. • Independent: Being independent, I’m able to select products and providers from the entire market. As a firm, we are not restricted in our recommendations and can therefore create truly bespoke plans. • Financial Planning: I will focus on your goals in life, then build a plan to achieve them. It’s never the other way around; I always put you before your money. If you would like to learn more about the services I provide, please don’t hesitate to get in touch. . I look forward to hearing from you. Very best wishes, Ben Email: ben.lancaster@cosgrovepartnership.com Mobile: 07791 075 842