Ben Atherton

Senior Paraplanner

About Ben

I started my career in paraplanning in 2017 and have subsequently gone on to achieve both my Diploma and Advanced Diploma in Financial Planning, obtaining Chartered status through the Chartered Insurance Institute in 2020.

I work closely with the partners and the wider adviser population to assist with technical queries and complex cases. I enjoy being able to help clients achieve their financial goals and objectives through implementing appropriate recommendations in a tax efficient manner.

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