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 want to access potentially better interest rates for your cash savings and enjoy an extra financial boost.
Contact me today
An adviser’s insight
Aim to maximise your cash savings
It might shock you to know that 28% of people hold their cash in interest-free savings accounts(1), receiving no return on their hard-earned money. Because under current rules a basic rate taxpayer can earn up to £1,000 in interest from their savings without paying tax, these people could be missing out on a significant financial boost that they could be enjoying.
This is even more relevant when you consider that the average person typically holds up to 25% of their available money on cash deposit(2). So, by reviewing your cash and tackling any ‘lazy money’, you’ll be making a great start at getting your finances in shape and achieving longer-term financial security.
If your money isn’t working as hard as it could, I can help. By making it easy to access potentially better interest rates, I can help you to aim to maximise your cash savings – giving you more money to spend on the things you enjoy or helping you grow your money towards a longer-term goal.
1 Building Societies Association Sept 2024
2 The Lang Cat: Cash as an asset class survey June 2024
Cash on deposit advice is not regulated by the Financial Conduct Authority.
Services
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.
Qualifications
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.
More about me
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.