Ben Lancaster

What were the circumstances that caused you to initially look for an adviser?

I needed advice with regards to my financial position/ability to retire once I reached state pension age. I was really unsure as to whether I would have sufficient provisions/available funds to do so.

How has Ben Lancaster helped you?

Ben’s expertise, advice, advice, compassion and reassurance has been invaluable. He has taken away all the stress associated with accessing my pensions. He has provided me with options I was unaware of in this regard and also advice guidance on savings and investments Nothing has been too much trouble. Throughout this process Ben has encouraged me to ask questions/address any concerns during or after our meetings to ensure that I was happy with the plans that he had put forward. All in all this has given me a clear and concise path to follow with regards to my finances as I enter retirement and I cannot thank Ben enough for all his help in achieving this.

Have you seen the outcome you were hoping for?

The help and guidance I have received exceeded all my expectations.

What could they have done better?

Absolutely nothing. I would highly recommend Ben to any prospective client.

Please provide a brief comment about your experience with Ben

My wife and I had the pleasure of working with Ben, and we couldn’t have asked for a better experience. He took the time to really understand both of our needs and explained everything in a way that was easy to follow. We never felt rushed, and his advice felt thoughtful and tailored to us. He was friendly, patient, and confident, which made the whole process feel smooth and reassuring. We both felt comfortable and well-supported throughout.

Please provide a brief comment about your experience with Ben

Very informative and made things easy to understand, listened to your needs and worked out best solutions

Please provide a brief comment about your experience with Ben

My family & I thoroughly enjoyed our sessions with Ben - an adviser who genuinely puts the clients needs first rather than moving investments 'for the sake of it'. While we'd like to keep him to ourselves, he's more than qualified to selectively support additional clients and we'd highly recommend anyone in the West / East Midlands (Cheshire, Derbyshire, Staffordshire & Nottinghamshire etc) to invite him to help manage your wealth. We were impressed with his experience in complex matters overlapping LPA, Bare Trust and Wills, IHT etc.

What were the circumstances that caused you to initially look for an adviser?

Early Retirement Planning. Complex Pensions.

How has Ben Lancaster helped you?

Ben has been amazing. I really do appreciate Bens extensive financial knowledge and expertise, he is extremely supportive, patient and has an excellent communication style.

Have you seen the outcome you were hoping for?

Yes, I have. I was fortunate enough to be in a position to finish work early and enjoy a quality retirement with my family.

What could they have done better?

There is nothing that comes to mind.