Ben joined BRI in 2007 as an Investment Manager, progressing to Associate Director in 2011. He has worked with large financial organisations in a career spanning around 20 years and has extensive experience in stockbroking and investment management. At BRI he looks after portfolios of funds including ISAs, Pensions (SIPPs and SSASs), Trusts, taxable investments and investment bonds. Ben is a former President of the Birmingham & West Midlands branch of the Chartered Institute for Securities & Investment (CISI), a Chartered Fellow of CISI, a member of the Personal Finance Society, and has completed the CII’s Diploma in Financial Planning.
