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Ben recognised for advising vulnerable clients

May 17, 2017

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Type: Moore and Smalley news

A Preston-based financial adviser has gained a special accreditation for his knowledge in advising vulnerable clients.

 

Ben Harrison, who works at Moore and Smalley Chartered Accountants, has achieved a distinction in the advanced certificate in advising vulnerable clients, through The Society of Trust and Estate Practitioners. (STEP).

 

The certificate is an endorsement of Ben’s skills and experience working with, and understanding the needs of later life clients, power of attorneys and court appointed deputies.

 

Ben said: “It isn’t commonplace for financial planners to have the advanced certification, so it has really allowed me to enhance and add to my specialist skill set.

 

“Advising attorneys and deputies who are making decisions on behalf of other people about their finances, is a complex area of advice and is niche area of financial planning. Using my experience and knowledge in this area allows me to provide comprehensive advice which is in the best interest of the individual.”

 

Ben’s areas of expertise include long term care planning, investment advice, equity release, cash flow planning and inheritance tax planning.

 

As well as the advanced certificate in advising vulnerable clients, Ben already holds the later life SOLLA accreditation, Retirement Advice Standard and he is also a Chartered Financial Planner.