Chartered Financial Planner, CFPTM
Ben graduated from Plymouth University with a First Class degree in Accounting and Finance. He joined Robin's team in 2014 and obtained his DipPFS qualification within 2 years, became a Chartered Financial Planner in 2019 and most recently a Certified Financial PlannerTM professional in 2021.
He has subsequently undertaken roles as an Assessor for the CISI Level 7 Financial Plan case study and sits on the exam panel for the CISI Level 6 Advanced Financial Planning paper. Ben was also shortlisted to the final four for the CISI Certified Financial PlannerTM Professional of The Year Award in 2023.
