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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.

I also manage a small team of graduate Financial Planning Consultants from the Quilter Academy responsible for their development as qualified Consultants.

Find out more about me below.

Start the conversation

Let’s work together to see how professional financial advice could benefit you.
Contact me today

An adviser’s insight

Understanding the Autumn Budget

Changes announced in the Autumn Budget could have an impact on your finances, both now and in the years ahead.

Our guide explains the key announcements and provides a useful overview of the changes you may want to consider as part of your financial planning.

For help understanding how the Autumn Budget could impact you, get in touch with me today.

Download now

Money needs a plan. Here’s where to start

Money doesn’t make decisions on its own. Left sitting in cash, it quietly loses value. That’s why money needs a plan. It’s not about being wealthy or knowing all the answers – it’s about giving your money direction. And in the UK, many people miss out simply because they don’t take that first step.

  • Most people in the UK save sporadically or leave money sitting in cash – missing out on growth.
  • Planning gives peace of mind. It turns uncertainty into clarity.
  • The earlier you start, the more powerful the impact – but it’s never too late.
  • Quilter’s purpose is to help build brighter financial futures. That starts with a plan.
  • Investing always carries risk. Investing can help your money grow over time, but the value of investments can go down as well as up.

Making your money work for you

Why investing matters

  • Lazy money loses value over time – inflation chips away at it.
  • Investing little and often helps your money grow without needing to be an expert.
  • A plan helps you stay focused and avoid reactive decisions.

Inflation and ‘lazy money’

  • Inflation quietly erodes the value of your savings.
  • £10,000 in cash today could be worth significantly less in 10 years.
  • Investing helps protect your money from inflation and grow it over time.
Ready to build your plan? Contact me using the details above.

Approver Quilter Financial Services Limited. October 2026.

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.

What to expect

In advising you, I follow a simple and trusted 3 step process:

1. Free intro call to understand your needs

We will arrange a time to talk about your goals and plans.

2. Personalised plan

I'll prepare a tailored plan which always takes full account of your goals, and gives you the steps and expert support from me to get there. All explained simply.

3. On going check-ins, on your terms

I'll be there as your financial adviser to give you the support you need.

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.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 01 August 2022.