Ben Smalley APFS
Partner, Chartered Financial Planner
I began my career in financial services in 2002, working for Aviva (formerly Norwich Union) for 11 years, latterly as a business development manager and then joining Belmayne.
I have found being a financial planner much more rewarding.
Knowing that the work I do can make a huge difference to someone’s life is something I am incredibly passionate about. Through considered planning, my efforts have a positive influence on my clients’ financial circumstances for the rest of their lives.
FP1 – Financial services and their regulation
FP2 – Protection, savings and investment products
FP3 – Identifying and satisfying client needs
CF2 – Investment & risk
CF9 – Pensions simplification
SV1 – Savings and investments
J04 – Pension funding options
J05 – Pension income options
RO1 – Financial services regulation & ethics
RO2 – Investment principles & risk
RO3 – Personal taxation
AF1 – Personal tax & trust planning
AF3 – Pension planning
AF4 – Investment planning
AF5 – Financial planning process