Ben has worked in the financial services industry since 1997. Observing the constant need for friendly and all-encompassing financial advice, he founded BGL Wealth Limited in 2012.
Ben specialises in personal financial planning, and he takes time to understand the unique circumstances of each client he works with. The vast majority of Ben’s clients have an on-going need for trusted financial advice, and a great deal have worked with him for many years.
"People often ask what I like most about my job. I take a lot of pride in the fact that my clients value my advice and assistance. I enjoy helping people improve their financial lives by understanding their future goals, then creating a plan that helps achieve them.
I have supported my clients through some very happy moments in their lives. In contrast, I have advised them through the toughest of times, such as divorce, redundancy, bankruptcy, or sadly, the loss of someone close.
I am very proud to work with clients who trust me, and who allow me to get to know them, so I can fully understand their financial circumstances."
Outside of work, Ben spends precious downtime with his wife (Operations Manager Nicola), his two daughters, Grace and Emily, and their border terrier Alfie.
When he’s not acting as a taxi driver for his girls, Ben enjoys playing tennis, hunting out new restaurants, sampling a tipple or two, and watching sport.
An integral member of the BGL Wealth Limited team since 2014, Sarah is a qualified certified paraplanner, and has completed the St. James’s Place Paraplanner Accreditation programme.
Having worked in the Financial Services industry for over 20 years, Sarah brings a widely varied range of knowledge, experience and understanding. Her strong analytical and report-writing skills are an essential part of our recommendation process.
Previously a Senior Manager in medical recruitment, Nicola was brought in to help the BGL Wealth Limited team develop effective systems and processes right from the start.
In 2014, Nicola became a full-time Mum to her two young daughters. She returned to the team in 2018 on a part-time basis, managing the smooth day-to-day running of the office.
Nicola also oversees the client review process, along with organising private medical insurance for individual and corporate clients.