Benjamin is a Chartered Financial Planner specialising in comprehensive wealth planning. He works with individuals and families to develop, implement, and refine long-term financial strategies, covering retirement planning, tax efficiency, estate and inheritance tax planning, and investment management.

Benjamin began his career with an international discretionary investment manager before moving to a wealth management business specialising in advice for medical professionals and their families, where he worked alongside Ben. After relocating to Yorkshire, he joined an accountancy and financial planning business, advising medical professionals, business owners and private clients before joining Fortis Medical.

Benjamin has a particular interest in intergenerational wealth planning, helping family’s structure and transfer wealth efficiently across generations. He advises clients on how and when to pass wealth to children and grandchildren, balancing inheritance tax considerations with the opportunities that early gifting and long-term investment can provide for future generations.

“One of the most valuable things we do is help clients cut through the noise. We often meet people who have received well-intentioned but misguided ‘changing room advice’. Our role is to give clients objective advice, help them avoid costly mistakes and make informed decisions about their future.”

Outside work, Benjamin loves food and wine and enjoys cooking for family and friends. He also enjoys walking in the Lake District, watching rugby and cricket, and playing a sociable round of golf.