0330 038 8941
Based in Newcastle-upon-Tyne
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: June, 2023
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Ben and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 20 March 2025
Ben and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
49
Recent Client Reviews
Ben has received 49 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ben has received 49 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 26 February 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Ben has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Ben has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Ben has not yet added their fees to their profile
Fees not yet added
Ben has not yet added their fees to their profile
28
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ben (based on 28 first impressions)
100% of users who are not yet clients had a positive first experience with Ben
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ben (based on 28 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Ben and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 20 March 2025
Ben and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
49
Recent Client Reviews
Ben has received 49 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Ben has received 49 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 26 February 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Ben has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Ben has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Ben has not yet added their fees to their profile
Fees not yet added
Ben has not yet added their fees to their profile
28
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ben (based on 28 first impressions)
100% of users who are not yet clients had a positive first experience with Ben
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ben (based on 28 first impressions)
We all enjoy the feeling we get when we know we have helped another. To me, having a positive impact on the future of an individual or family is the greatest reward one can achieve from their occupation and I am incredibly fortunate that I get to experience this daily. The satisfaction gained from helping others to achieve their goals is why I've spent the past two decades working across the financial, charity and education sectors. My fundamental goal is to build lasting client relationships that span generations. The tag line 'a brighter future for you and your loved ones' is meant wholeheartedly. As a son, grandson, husband and father of two, I know on a personal level the many life events that can impact you and your loved ones financially and the weight of responsibility that this may bring. Whether it's supporting the older generation in their later years, preparing for retirement, protecting your lifestyle and that of the ones you love or supporting the younger generation in getting a head start in life, it can be easy to become overwhelmed by the volume of information that is out there. My aim is to help you understand what you need to, when you need to and advise you on the best route to take based on your individual goals and circumstances. If you choose to work with me, you can be sure to develop a professional and personable relationship, built upon a shared foundation of working together to achieve the best possible outcome relating to your financial goals. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 12/05/2023
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Ben's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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