Ben Sherwood
  • Accreditations
  • We highly recommend that you verify the credentials of any financial planner before you choose to work with them.
  • View Ben Sherwood’s entry on the FCA register here.
  • You can view Ben Sherwood’s SPS certificate here.


Ben specialises in helping 55 – 100+-year-olds feel extremely confident about their financial future. He strips any complexity out of investing and boils it down to a few simple things: control what you can control such as costs and tax and only take risks that will be rewarded. True wealth is about protecting what you have rather than risking what you have not yet got.

Ben has been in the financial service industry since 1987. He joined Hillier Hopkins, our sister company in 1997 and became a partner in 2002. Ben has been a Director of Satis since the firm’s inception in 2012. Ben is a Certified Financial Planner and Chartered Financial Planner and holds investment and taxation qualifications. He is a co-author of “The 7 Secrets of Money: the insider’s guide to personal investment success”.


Ben has three loves: his family, his work and his Jazz. Ben has played in many different bands, but now gets the most fun out of playing with his friends The Jazz Goats.