Spencer Bennett

I am a Financial Planner, and I have been working in the financial services industry for 40 years, having had the privilege to advise a diverse range of clients since 1989. My roles have been varied in the industry, I have worked in a specialist business advising doctors and dentists, managed a team of advisers within a national IFA business, worked within a regional legal practice and managed the financial services business of a regional accountancy practice. This wide experience enables me to provide clients with a measured and comprehensive approach to their financial plans, advising on retirement and investment planning, tax mitigation, inheritance tax strategies and financial protection. I gain great satisfaction from supporting a diverse range of clients, business-owners, family groups, trusts and individuals, to understand their financial options, and to formulate plans to underpin and help secure their futures. I work collaboratively with clients and their professional advisers to ensure they gain a full understanding of, and complete confidence in, their futures, that loved ones are secure, and that their legacies are protected. I am married with 3 daughters and love living in Yorkshire, having returned more than 20 years ago. I enjoy spending time on the diverse Yorkshire area, the national parks and the stunning coast. My wife and I are enjoying increasing freedom to travel, making sure to try local wines and to indulge in fine dining as we go. The Financial Conduct Authority does not regulate Tax Planning, Inheritance Tax Planning or advice on Trusts.