Ben Lloyd

Chartered Financial Planner


Chartered Financial Planner (CII) 

Fellow of the Personal Finance Society (FPFS) 

CFP™ Chartered Fellow (Financial Planning) CISI 


Ben is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He has worked as a Financial Planner for 28 years. Ben focuses on understanding his clients’ lifetime goals and working with them to achieve these. A key aspect of his planning involves personalised cashflow modelling to provide the visibility and confidence to make key decisions around investing, pensions, drawing income now or in the future and legacy planning for the next generation.

I enjoy spending time outside with my family, walking, swimming, rock climbing as well as a keen interest in cars and racing.

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