Ben Eastlake
Advising clients since: 2021
Qualifications: Chartered Financial Planner (CII)
Areas of expertise: Trust and Estate Planning
I believe all good financial planning begins with a thorough understanding of you and your family. During our meetings, I will take the time to understand what matters most to you, defining and prioritising your objectives. This then forms the basis of a carefully crafted financial plan that evolves with you throughout your lifetime.
Ultimately, my goal is to empower you to take control and feel more connected to your financial journey.
After graduating in 2015 from Loughborough University with a Master’s in Electronic and Electrical Engineering, I worked as an engineer for several years before starting my career in financial services in 2017. Starting out supporting a small team of advisers, I progressed over the next eight years, achieving Chartered status in early 2024.
Throughout this time, I have gained deep technical knowledge and now advise across a wide range of areas, with a particular focus on trust and estate planning.