Ben Lancaster

Chartered Financial Planner

I provide chartered and independent financial advice to a wide demographic of clients, including but not limited to, business owners, directors and senior executives in a wide range of industries.

I am proud and fortunate to be an Associate Partner at the Cosgrove Partnership who I work with to provide excellent advice to all my clients. The Cosgrove website is available here - please note that we are in the process of developing a new website and this will be live by mid-2025. The Cosgrove Partnership is an established and independent IFA practice with highly qualified advisers and an experienced support team, allowing me to provide the best possible advice to valued clients.

There are many reasons why my clients choose to work with me, including:

• Chartered: Chartered status is the ‘gold standard’ of financial planning and is indicative of my commitment to developing my knowledge and adhering to a code of ethical conduct.

• Independent: Being independent, I’m able to select products and providers from the entire market. As a firm, we are not restricted in our recommendations and can therefore create truly bespoke plans.

• Financial Planning: We are planning led and not product or solution led. We start with you and what you want to achieve. We use cash flow forecasting software to support the creation of our plans.