Holly Mckay
Holly MackayFounder and CEO
Ben Evinson

Ben Evinson

Independent Financial Planner

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Lancashire

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About me

Coming from a background in Accountancy, I’ve worked through the full range of positions during my time with Becketts, from Administrator to Paraplanner to a fully-fledged Financial Planner. There's rarely a day that goes by whereby a learning opportunity doesn't present itself.

I enjoy the minor details, of which there can be many in a financial plan.

When not looking at financial plans, I'm most likely to be found following most sports under the sun, or watching a good film or TV series.

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My details

I like helping people on:

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Pension transfers

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Estate planning and Inheritance Tax

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Pensions

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Retirement planning

My qualifications:

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Diploma in Regulated Financial Planning

My charging model:

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Ongoing % fee