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Charles Benson - Chartered Wealth Planner

Charles Benson - Chartered Wealth Planner

Administrative Assistant

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location of Charles Benson - Chartered Wealth PlannerLondon Area, United Kingdom

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  • Timeline

  • About me

    Supporting private clients & trustees through holistic wealth planning.

  • Education

    • Hemel Hempstead School

      2010 - 2012

    • University of East Anglia

      2012 - 2015
      Bachelor's degree International Relations 2:1

      I was heavily involved in student activities. I worked behind the Student Union Bar. I was also an elected organising committee member of the University Korfball Club. I did a charity Jailbreak which rose just over thirteen thousand pounds for WaterAid and our team managed to raise just over five hundred pounds.

  • Experience

    • Investec Wealth and Investment

      Jun 2015 - Oct 2015
      Administrative Assistant

      Client facing Administrative AssistantW8BEN-E Procurement and application

    • Affinity Integrated Wealth Management

      Dec 2015 - Mar 2017
      Paraplanner

      Bespoke Suitability Report ConstructionPensions, investment, protection and Wills & Trust planningCash Flow ModellingSpeaking at Client Seminars

    • LGT Wealth Management

      Mar 2017 - now

      I work alongside the investment teams and other specialists to coordinate all aspects of the firm’s high and ultra-high net worth clients’ financial affairs. My role includes- The provision of holistic solutions in all areas of wealth planning- Wealth structuring- Estate and legacy planning- Pensions advice and retirement planning.

      • Wealth Planner

        Jan 2023 - now

      • Assistant Wealth Planner

        Jan 2022 - Jan 2023

      • Paraplanner

        Mar 2017 - Jan 2022

  • Licenses & Certifications

    • AF7 - Pension Transfers

      Chartered Insurance Institute

    • Certificate in Paraplanning

      The Chartered Institute for Securities & Investment (The CISI)

    • Advanced Diploma in Financial Planning

      Chartered Insurance Institute

    • Investment Advice Diploma

      The Chartered Institute for Securities & Investment (The CISI)

    • Diploma in Regulated Financial Planning

      Chartered Insurance Institute

  • Honors & Awards

    • Awarded to Charles Benson - Chartered Wealth Planner
      International Relations BA(Hons) University of East Anglia Jul 2015
    • Awarded to Charles Benson - Chartered Wealth Planner
      Chartered Financial Planner Chartered Insurance Institute