Ben Woods

financial planner

T: 01420 83517

Ben joined us in 2019 having started his career in financial services at the age of 18 when he relocated to Tunbridge Wells to take part in AJ Bell’s inaugural school leaver programme.

Since then he has completed the Investments Operations Certificate and Capital Markets Programme.

In March 2021, Ben achieved his diploma in Regulated Financial Planning. His aim is to eventually becoming a Chartered Financial Planner.

Qualifications:

RO1 – Financial services, regulation and ethics

RO2 – Investment principles and risk

RO3 – Personal taxation

RO4 – Pension and retirement planning

RO5 – Financial Protection

CISI Investment Operations Certificate

CISI Capital Markets Programme

Diploma in Regulated Financial Planning