Our Financial Consultants / Paraplanners
Ben Mitson
Financial Consultant
Ben is a Financial Consultant with five years of experience in financial services. A Diploma Level 4 qualified professional, he specialises in holistic wealth management, with particular expertise in retirement planning, tax planning, and detailed cashflow and investment portfolio analysis. Ben is committed to delivering regular reviews that ensure client portfolios remain aligned with their long-term objectives. Currently studying toward Chartered status, he also holds certifications in mortgage advice and equity release, providing a broad technical foundation to support clients.
Qualifications
Ancient History BA (Hons) University of Nottingham, Level 4 Diploma in Financial Planning (DipPFS), Certificate in Mortgage Advice and Equity Release (Cert CII MP & ER)
Expertise
Insights by Ben Mitson
Ask our Expert: Your financial planning questions answered
Financial expert Ben Mitson offers expert insight to your most crucial money questions – from tax-efficient ISA withdrawals and gifting strategies, to when you should purchase an annuity.
