Advice Proposition Manager

Ben is an Advice Proposition Manager with 15 years’ experience in the financial advice sector.

He joined the profession following his graduation from the University of Kent, where he achieved a First Class degree in Accounting & Finance.
He has maintained a commitment to growth and commenced studies for his professional qualifications, becoming a Chartered Financial Planner with the Chartered Insurance Institute in 2016. He achieved Fellowship status in 2018.

His career has been spent within independent advice firms in the City, where he has developed a broad understanding of advice processes and client needs. Starting in administration and progressing through paraplanning roles before becoming a Paraplanning Manager in 2016, these early years provided practical insight into adviser support, operational workflows, and the standards required for consistent, high-quality outcomes for clients.
A move into a Head of Technical and Research role created the opportunity for Ben to transition into propositions. This concentrated on the development and refinement of advice frameworks and managing the firm’s Central Investment Proposition, including heading up the firm’s Investment Committee.

Ben is a passionate advocate of holistic financial planning, with a focus on building practical, client-centred propositions.

Outside of work, Ben enjoys long distance running, travelling with his wife Sarah (with a goal of reaching 40 countries before 40), long walks with his spaniel Freddie, and following Brighton and Worthing football clubs.