Ben Sassoon
Chartered Financial Planner, FPFS, Chartered FCSI, DipPFS, Certs CII (MP & ER) in London
A little bit about Ben
I am a Fellow Chartered Financial Planner in London and offer both local face to face advice as well as on a national remote basis. I have over 15 years of experience as a financial planner having worked at various UK banks and national financial advice businesses.
Start the conversation
Speak to me if you’re interested in preparing for tax year end, or just want advice on making your money go further.
Contact me today
Tackle tax year end with confidence
Tax rules can seem pretty impenetrable. With the new Budget, and so many different allowances and regulations to keep up with, it’s no wonder millions of us end up accidentally missing opportunities - equating to millions of pounds a year.1
In this case, ignorance really isn’t bliss. And by confidently preparing for tax year end, you can be sure you’re getting all the money you’re entitled to - whether that’s by saving as much as you can tax-efficiently or just using your allowances to their full extent.
I can go through your financial position with you, so you’re ready for tax year end on 5 April. Did you know, for instance, that only 1 in 7 savers fully use their ISA?2 Or that you could be one of the 2m couples3 who aren’t making the most of their marriage allowance?
Together we can make this tax year end something to celebrate, rather than pass by. Get in touch for your tax year end review, or a cashflow modelling session to understand your financial position better.
For ISAs, Investors do not pay any personal tax on income or gains, but may pay unrecoverable tax on income from stocks and shares received by the ISA managers.
Tax treatment varies according to individual circumstances and is subject to change.
Stocks and Shares ISAs invest in corporate bonds, stocks and shares and other assets that fluctuate in value.
2 Source: https://ifamagazine.com/just-one-in-seven-brits-use-their-full-isa-allowance-survey-shows/
3 Source: https://moneyweek.com/personal-finance/605717/marriage-tax-allowance
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. 17 December 2024.
Business Services & Protection
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
General Insurance
Home contents insurance, buildings insurance.
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Dental & Medical
Financial planning for dental and medical professionals, in-depth knowledge of NHS pensions and needs of hospital doctors, GPs, dentists and locums.
Advanced Diploma in Financial Planning
- The Level 6 Advanced Diploma in Financial Planning builds on existing skills and knowledge, enabling advisers to develop specialist planning capabilities and offer a sophisticated and comprehensive approach to financial management.
Chartered Financial Planner
- 'Chartered' is the most respected indicator of professionalism. Attaining Chartered status is challenging and takes commitment. Not only does the adviser complete the Advanced Diploma course, 5 years of industry experience is also required before the status can be awarded.
Fellow of the Personal Finance Society
- Fellowship is regarded as the premier designation for those working in the financial planning profession. Together with Chartered status, it represents the pinnacle of PFS membership.
Chartered Fellow
- The pinnacle of CISI membership. Exclusively for professionals who have demonstrated the highest levels of knowledge and standards of professionalism.
Chartered Wealth Manager Qualification (Level 7)
- The Chartered Wealth Manager Qualification is a postgraduate level specialist qualification which encompasses the breadth of knowledge needed to provide a high quality service to clients.
Certificate in Mortgage Advice and Equity Release
- The Level 3 Certificate in Mortgage Advice and Equity Release meets the FCA standards for mortgage advisers and those advising on equity release schemes.
In 2005, I started my financial planning career with HSBC after graduating with a Master’s Degree in Finance from City University. I am qualified as a Level 6 Chartered Financial Planner and Level 7 Chartered Wealth Manager.
My designations include Fellowship from the Personal Finance Society and Fellowship from the Chartered Institute for Securities and Investment, representing the premier designations in the financial planning and wealth management industries.
My clients can be reassured that they will consistently receive trustworthy and value-adding financial advice as they navigate through life.
I specialise in helping individuals optimise their financial wealth by creating bespoke financial plans with consideration of tax-efficiency and lifestyle management. Outside of work, I enjoy spending quality time with my wife and two daughters. I also enjoy nature, fine art, gardening and cars.
Tax treatment varies according to individual circumstances and is subject to change.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.