Welcome to Principled Paraplanning
What my clients have to say
Benjamin is great sounding board when it comes to anything technical and process driven. He understands how financial planning should work with paraplanning and he has the experience and knowledge to be able to add immediate value to your circumstances
I’ve known Benjamin since 2009 and he remains a good friend and a very well respected and trusted professional in the field of pension advice. The quality of his reports are very clear and he pays a lot of attention to the detail that is relevant to the advice. He also ensures that all bases are covered and the terminology is in a manner that the client can understand plus the turnaround times are excellent. Benjamin’s technical advice specifically around the area of pensions is second to none and I can rely on him for any queries I might have to ensure the advice is correct and in the best interest of the client. I can unreservedly recommend Benjamin and Principled Paraplanning to anyone within the financial advice arena who wants to ensure that the advice and the report and any research is correct and compliant based on the current legislation.
As a sole Financial Planner, it is important to surround yourself with knowledge and expertise in all areas, ensuring a first class service is delivered to our clients. Benjamin meets this criteria, he is a highly qualified individual who understands the technical nature of the profession, however, he is able to deliver his reports and documents in a clear and understandable format.
Benjamin is an integral part of our service proposition and team, in fact, he is the first port of call for all technical aspects of my role and I know I can rely on him to provide clear, concise and accurate advice on any matter.
Benjamin is at the forefront of the paraplanning community and he is committed to keeping pace with the fast moving regulatory environment we have to contend with. I am happy that I can rely on him to improve the quality of the advice that I deliver and he keeps me regularly informed on the cases he is working on.
I would highly recommend his services.