Ben Williams Financial Planning

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Reviews

1. Celeste Mundy ★★★★★

   I highly recommend Ben as a financial advisor. He has supported my family and me for many years and has consistently demonstrates a high level of professionalism, integrity, and expertise. Ben is extremely knowledgeable and explains financial matters clearly and patiently, making complex information easy to understand. He takes the time to listen, communicates effectively, and ensures advice is aligned with both short- and long-term goals. I have always found Ben to be trustworthy, honest, and reliable. His guidance has been incredibly valuable in helping me grow my investments with confidence, and I have always felt well supported throughout the process. I would not hesitate to recommend his services to others seeking sound and dependable financial advice

   1 month ago
2. Alison Henri ★★★★★

   Ben is very knowledgeable and as much time as I needed, working through my financial situation with me. He answered all my questions and gave me really solid advice, some of which I had thought of and some I really had no idea about until he explained what was possible. Honestly, I had no preconception of what I would get out of talking with a financial planner and I was really shocked at how helpful the process and advice are. It was really valuable to me and I can't recommend him highly enough.

   almost 2 months ago
3. elaine abbott ★★★★★

   As someone who has very little understanding of financial affairs , I found Ben to be exceptional at giving ideas on ways to maximise the earning potential of my assets and also possible ways to reduce my Inheritance Tax implications. Ben went to great lengths to make sure that I understood fully the information he was giving me. Ben is both knowledgeable and personable and I would definitely recommend contacting him if you are in need of Financial advice.

   almost 2 months ago

1. Sandra Fuller ★★★★★

   We sought Ben’s advice with Pension consolidation. Ben took the time to understand our needs and concerns and fully explained all of the options we had available to us. He is thorough and extremely knowledgeable with a professional and friendly manner, which has been very reassuring. We now both have plans in place and are looking forward to a positive future working with Ben. We would certainly recommend him to others.

   almost 3 months ago
2. Josh Djuric ★★★★★

   I've had no prior experience with a financial planner and wasn't sure if I needed to. I reached out to Ben not knowing what to expect but I'm glad I did in the end. Ben took the time to meet me at my home and spent a significant amount of time having an initial chat with me to discuss my current position, needs and questions. Ben was able to offer sound guidance and reassurance but also highlighting important considerations I hadn’t been aware of. Overall I found our first discussion invaluable and Ben to be very generous with his time and knowledge.

   almost 4 months ago
3. Alison Porter ★★★★★

   Ben could not have been more helpful with his advice, knowledge and expertise. He kept in contact throughout the process and ensured I fully understood everything. Nothing was too much trouble and I would not hesitate to recommend him to anyone in relation to all financial planning matters.

   almost 2 years ago

1. Gail Dobinson ★★★★★

   We cannot recommend working with Ben enough. He is incredibly thorough & knowledgeable when approaching & presenting our tailored pension & investment options. Each appointment taking the time to meet us in person & take us through all details & answering any questions that we had. We feel very confident with his services.

   almost 3 years ago
2. Claire McDonald ★★★★★

   I saw Ben for pension advice earlier this year. Ben was friendly, approachable and clearly explained the various options available to me. He made sure that I fully understood my choices and has kept in touch following our initial meetings. I would happily recommend his services to friends and family.

   almost 3 years ago
3. Stephen Bates ★★★★★

   I've met with Ben a few times now and each time it's been informative and reassuring. He's a nice guy, knows what he's talking about and takes the time to explain things. During our meetings, he's run through my best investment options and we've now got a good plan for moving forward.

   almost 3 years ago

1. Victoria Das ★★★★★

   I saw Ben Williams for financial advice for my family. He went above and beyond what I expected. He made sure we understood our choices and kept in touch with us after the meeting. He really cares and wants the best for you and its so refreshing to find someone who try's their best to help you even with no benefit to themselves just to make sure you have done the right thing. I strongly recommend him to anyone who is looking to prepare for their pension or need advice in how to invest their money. He is extremely knowledgeable Thank you Ben!

   almost 3 years ago

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