News and views
Please explore this carefully curated collection of articles that we hope will be of interest and value to our clients.
Autumn Statement Report 2024
Our Autumn Statement Report 2024 summarises the key points, and explains what they might mean for you.
1 November 2024
Weekly Market Update
Our Weekly Market Update Podcast discusses key themes impacting investors in the coming week.
19 February 2024
Member Insights February 2024
Our latest edition of Member Insights is packed with ideas and information to help you improve your financial well-being.
1 February 2024
Member Insights January 2024
Our latest edition of Member Insights is packed with ideas and information to help you improve your financial well-being.
1 January 2024
Member Insights December 2023
Our latest edition of Member Insights is packed with ideas and information to help you improve your financial well-being.
1 December 2023
Autumn Statement Report 2023
Our Autumn Statement Report 2023 summarises the key points, and explains what they might mean for you.
23 November 2023
Member Insights November 2023
Our latest edition of Member Insights is packed with ideas and information to help you improve your financial well-being.
1 November 2023
Member Insights October 2023
Our latest edition of Member Insights is packed with ideas and information to help you improve your financial well-being.
2 October 2023
Member Insights September 2023
Our latest edition of Member Insights is packed with ideas and information to help you improve your financial well-being.
1 September 2023
Member Insights August 2023
Our latest edition of Member Insights is packed with ideas and information to help you improve your financial well-being.
1 August 2023
Member Insights July 2023
Our latest edition of Member Insights is packed with ideas and information to help you improve your financial well-being.
3 July 2023
Member Insights June 2023
Our latest edition of Member Insights is packed with ideas and information to help you improve your financial well-being.
1 June 2023
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Unrivalled attention to detail
“I have used Ben for many years and can thoroughly recommend him. Ben’s attention to detail is unrivalled, he will always go the extra mile and never fails to get a deal across the line in a timely manner.”
Chris Martin
Co-Founder & Group Director, Clark Design Group
The oracle
“Ben is the oracle – he was able to solve a mortgage issue for us that had been going on for months in a matter of days, and he got us a better rate as well. Would highly recommend working with him.”
Jamie Romain
Principal Creative Director, The Growth Foundation
Building relationships
“Ben was recommended to me to help me finance a house purchase last year. He was refreshingly organised and professional and solved any issues we had to deal with perfectly. Really impressed. Will definitely be using Ben again soon.”
John Francas
Head of Legal – UK, Africa and Middle East, PGS
A mortgage magician
“Ben has been invaluable in making the seemingly unachievable work. He is a mortgage magician. It’s been great to work with someone who can advise on technical issues offering solutions in plain English. I trust Ben explicitly and he calmly guided us through a tricky time building a new house and on top of all that he is a lovely bloke too.”
Holly Mitchell
Director, Simply Planning
Dependable and understandable
“Ben has been fantastic in not only finding us the best mortgage options but also clearly explaining his thinking behind it. He now offers financial planning and we’ve found the service and advice to be extremely dependable and understandable. I now recommend him to all my clients.”
Neil Davies RIBA
Founding Partner, Neil Davies Architects LLP
Sound and realistic advice
“Ben has helped myself and my husband periodically over the years with financial planning. Ben really takes the time to fully investigate all options available and how, in plain terms, they translate into real life situations. He is quick to respond to queries and is always happy to talk through products to explain anything I don’t fully understand. I highly recommend Ben for sound and realistic advice.”
Rebecca Bland
UK Bid Team Manager, GI Group UK
Highly recommended
“Ben was great to work with, very knowledgeable and incredibly patient when dealing with someone like me who is less than clued up on mortgages and financial planning. Highly recommended!”
Barry Gilbert
Efficient and creative
“Ben really knows his stuff. He is a delight to deal with, very efficient and came up with lots of great and creative options. I would (and have) recommend him in a heartbeat.”
Richard Hudson
Senior Partner, McKinsey & Company