Benedict has more than 30 years of experience as a financial planner and has developed a broad knowledge across many areas of financial planning over the years. He’s built his reputation on being an adviser who offers both a professional and personal service, helping clients to achieve their own financial goals and objectives.
Benedict takes take great pride in providing independent financial advice and building solid foundations for his client, believing that – alongside his colleagues at Logic Wealth Planning – holistic financial advice is vital to achieving the right outcomes and to providing a tailored and structured financial plan that’s aligned to his clients’ needs. He feels it’s essential to provide a professional, trusted, open and honest relationship, with integrity and clarity at the heart of the service he offers, whilst also providing his clients with peace of mind when making some of the most important financial decisions in their lives.
Benedict has wide experience of advising individual clients, families, attorneys and trustees, business owners and entrepreneurs and he works closely with other professionals such as Solicitors and Accountants, to ensure that his clients receive a comprehensive service to cater for and meet their individual needs.
He is fully qualified, holding a diploma in financial planning and he provides advice on areas such as Retirement Planning, Investments, Tax Efficiency, Life Insurance, Long Term Care and Inheritance Tax Planning. He also ensures that financial planning reviews are carried out as an essential part of his role, to make sure that any changes in client’s circumstances are given appropriate consideration.
Benedict is married and a proud father of two grown children. His leisure time is spent enjoying DIY at home and when weather permits he enjoys nothing better than a leisurely round of golf. Most importantly he loves to spend valuable time with his family and enjoying a good leg stretch walking the family dog.