"Sounding board, devil’s advocate, experienced guide, author and Jazz Goat"
Professionally
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”.
Personally
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.
Featured case study
Already retired
Ben's clients, Patricia and Jeffrey are in their early seventies. Patricia trained as a teacher and then became a head teacher, a role which she undertook for several years in different schools. She then worked in the University sector before setting up a leadership training and consultancy business. Jeffrey also ran his own business as a car mechanic.
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