Ben founded Fortis Medical because he wanted to build a smaller, more responsive firm that works closely with clients and the other professionals they rely on. Before moving into financial planning, he worked as a doctor in the NHS, giving him first-hand experience of the pressures and financial decisions medical professionals face throughout their careers.

Today, Ben advises consultants, academics and business owners on complex financial planning, with particular expertise in NHS pensions, taxation and retirement planning. As doctors’ careers become more varied and financially complex, he helps clients understand their options and make informed decisions with confidence.

A key part of Ben’s approach is working closely with accountants, solicitors and other professional advisers, so clients aren’t left coordinating conversations between different specialists themselves. He believes financial planning works best when everyone is working towards the same outcome.

“Doctors are busy. They want to trust people to get things done and communicate with each other without them being in the middle.”

Alongside advising clients, Ben continues to develop the systems, technology and processes that support the way Fortis Medical works, helping the firm remain efficient and responsive as it grows.