4th Jun 2019
Ben Sherwood
Principal
London
Ben has more than 30 years experience in financial services and his key areas of expertise are consultative wealth management including portfolio design and management. He is one of the founders and a Director of Satis Wealth Management, one of the Hillier Hopkins family.
Ben has over 30 years experience in financial services and his key areas of expertise are consultative wealth management including portfolio design and management. He helps wealthy individuals and trustees over the age of 55 make informed decisions regarding the management of their wealth. Ben helps individuals and trustees achieve lasting peace of mind in connection with all their financial affairs. Key to this is the formation of a long lasting relationship. This typically involves advising on investment consultancy, wealth enhancement, wealth protection, wealth transfer and charitable giving.
Ben joined Hillier Hopkins in 1997 and became a Principal in 2002. He is also a director of Satis. He holds investment and taxation qualifications and is also a Certified Financial Planner and Chartered Financial Planner.