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Ben Walmsley FPFS
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.
Ray & Sue Greenfield
Thank you very much for all the clear financial advice
I would also like to take this opportunity to thank you very much for all the clear financial advice you have given not only Sue and I, but my family over many years.
Trevor Meeking
A personal and professional service
I’d like to take this opportunity to thank you for the personal and professional service which is much appreciated.
Laura
Fantastic
I would like to introduce you to my cousin, who I have included on this email. She is looking for someone to support her with setting up a pension/ financial advice… basically the same kind of service you offer me. Pembroke Financial has been fantastic to me over the years, so I recommended you.
Stephanie
With grateful thanks.
I wanted to say I appreciate you talking to my daughter, about setting up a private pension. With grateful thanks – you have always been a huge help with my own financial decisions.
Mr Young
Efficient and friendly service with relevant advice
From a personal point of view Pembroke Financial Services has always provided an efficient and friendly service with relevant advice. As a client of my firm, the company has always acted in a professional manner.
