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Ben Holl
Ben Holl

Ben Holl
Chartered Financial Adviser

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.

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.

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Based in South West

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In-person meetings

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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.

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.