News and views
Please explore this carefully curated collection of articles that we hope will be of interest and value to our clients.
Member Insights May 2023
Our latest edition of Member Insights is packed with ideas and information to help you improve your financial well-being.
2 May 2023
Weekly Market Update – Christmas Special
Our Weekly Market Update Podcast discusses key themes impacting investors in the coming week.
19 December 2022
NHS in the newspaper headlines – for all the wrong reasons
With increasing pressures on the NHS, it has never been a better time to get Private Medical Insurance. It gives you access to medical treatment not…
1 December 2022
Autumn Statement Report 2022
Our Autumn Statement Report 2022 looks at what the changes and announcements on 17 November 2022 mean for you.
18 November 2022
Omnis Client Update – 30th September 2022
Live webinar event about the impact of the UK Economy and what it means for investment markets.
30 September 2022
Don’t let emotions control your investing
When financial markets experience ups and downs it can be worrying for investors, which can lead to investing mistakes. Having an understanding of…
26 August 2022
First steps to investing
There is no right time to begin investing but there are some decisions to make that could affect your returns.
15 July 2022
Pension Planning For The Self-Employed
There are 4.8 million self-employed people in the UK and only a third have any kind of pension arrangement. A shocking statistic when you consider…
9 June 2022
Investment Update – A difficult patch for the global economy
Financial markets were unsettled in May as the effects of the war in Ukraine along with concerns over inflation and growth dominated investor…
7 June 2022
2022 Investment Outlook
The Omnis Investment Outlook is now live - where Omnis have identified five key issues they think are going to determine the outlook for economic…
25 January 2022
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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