Chartered Financial Planner
Professionally
Ben is a Chartered Financial Planner and a Fellow of the CII, one of the highest levels of recognition for a Financial Planner. Ben graduated from university with a BSc (Hons) in Economics and moved into an investment management client role in West London. He joined Courtney Havers in 2015 with the aspiration of developing his career and becoming a financial adviser.
Ben holds specialist qualifications that allow him to provide advice on retirement planning, Inheritance Tax planning, pension sharing on divorce, and later-life matters such as equity release and care fee planning
Personally
Outside of work, he is a keen footballer, golfer, and cyclist. He lives close to the office and rides his bike there whenever possible.
Ben lives with his partner Becky, and together they have two dogs who help keep them active.