Ben Holl
Financial Adviser
FCA reference number: BXH01295
As a chartered financial planner, I’ve spent a significant period of my career at Hargreaves Lansdown advising individuals and companies on their pensions and investments. My advice has spanned some of the biggest companies across a range of sectors including Formula 1, The Arts, Fund Management, Technology and Media.
As a chartered financial planner, I’ve spent a significant period of my career at Hargreaves Lansdown advising individuals and companies on their pensions and investments. My advice has spanned some of the biggest companies across a range of sectors including Formula 1, The Arts, Fund Management, Technology and Media.
Expertise
Financial planning Pensions and retirement planning Investment management Estate Planning and Inheritance Tax Planning Trusts Protection
Qualifications
- Advanced Diploma in Financial Planning
- Certificate in Life & Pensions
Region and method of advice
Based in Bristol, I offer in-person meetings with clients at our HL office in the centre of Bristol, BS1 5HL. I also offer remote meetings by phone or video call to accommodate different preferences and for those who live outside this catchment.
Based in South West
In-person meetings
Phone and Video call
Region and method of advice
Based in Bristol, I offer in-person meetings with clients at our HL office in the centre of Bristol, BS1 5HL. I also offer remote meetings by phone or video call to accommodate different preferences and for those who live outside this catchment.
Approach and experience
I specialise in complex and comprehensive financial planning providing simplified planning blueprints aligned to each set of unique circumstances. I have a keen interest in staying abreast of the latest legislation and allowances, then identifying new planning opportunities to utilise for my clients.
I have an unwavering belief that the starting point for sound and structured financial planning is to carefully listen to my clients’ priorities – then place these at the centre of their strategy. I typically work with my clients over several meetings to strategically design a financial plan which is specifically tailored to their needs.
Reducing risk and optimising tax-efficiency is central to my philosophy. I'm passionate about harnessing the power of compounded returns, to help my clients enjoy greater financial freedom and security – for themselves and their loved ones.
I was extremely satisfied with the financial advice that I received because Ben took the time and effort to actually understand my position, understand what my criteria were and what my concerns were.
Mr Shire
Personal interests
I'm married with two young children and in my spare time, I can often be found playing Padel tennis or brushing up on my Italian.