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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.
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