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Ben Cornwell

Sutton Coldfield

Meet Ben

I have been working in the Financial Services industry for over 15 years after graduating from BCU in Birmingham.

My first 3 years were spent in banking, initially for Lloyds Private Clients and then with Barclays in Debentures.This was followed by a move to Skandia (now Old Mutual Wealth) where he became a Broker Support Consultant. During this period, I completed my Chartered Insurance Institute Financial Planning Certificate.

I moved to Friends Provident in 2005 to become an office-based Broker Consultant, which involved developing new accounts as well as cultivating existing key IFA relationships.

I shifted my focus to client-facing advice when I joined Robson Lister (now Shackleton) in November 2007, working as a private client adviser. My areas of expertise include investments, trusts and tax planning & pensions. I have attained the Chartered Insurance Institute Advanced Diploma in Financial Planning, and am a Chartered Financial Planner.

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