Benjamin is a Chartered Financial Planner, providing holistic financial planning advice to clients, including Tax Planning, Pensions and Retirement Planning, Inheritance Tax Planning and advice on Financial Protection.
Benjamin takes pride in giving understandable, jargon-free, financial advice to clients and enjoys working closely with them to better understand their financial and life goals.
Benjamin holds the Advanced Diploma in Financial Planning from the Chartered Institute of Insurers (CII) and the Investment Management Certificate (IMC) from the CFA society of the UK. Benjamin graduated from the University of Aberdeen with a first class honours degree in Accountancy.
Prior to joining Anderson Strathern Asset Management, Benjamin worked for a number of smaller IFA firms, and has also worked for a Big 4 accountancy practice.
Outside of work, Benjamin likes to keep active and is a keen hillwalker. Relaxation also comes in the form of music; he has been playing the guitar for as long as he can remember, having dabbled with live gigs in the past.