Ben started his career as a financial adviser in bank assurance before moving on to running teams of financial advisers across the country and heading up national projects bringing para-planning into the bank. From here, Ben moved to financial adviser network Tenet Group initially running the research and technical team, before becoming Managing Director of their in-house fund range (Sinfonia Asset Management), launching, and later selling a white labelled platform solution and finally moving onto the main board as Director of Strategic Development.

On the board, Ben ran a variety of projects and functions including:

·                Investigating and bringing in new technology and partnerships into the                   network

·                Leading high profile regulatory technology and change projects

·                Running the events programme with over 100 face-to-face and                                virtual events each year

·                Overseeing all adviser training and designing a new virtual onboarding                      programme for new entrants

Ben has also worked on the buy-side of numerous acquisitions, mainly focussing on the integration of acquired firms, including systems and processes.

A self-confessed lover of self-improvement, Ben likes nothing better than helping people realise their dreams by defining what they are, putting a plan in place to achieve them and helping them get there every step of the way.

Ben holds a masters degree in Financial Planning & Business Management, is a Fellow of the Personal Finance Society and a Chartered Financial Planner.