Benjamin Dyson, FPFS, IMC, CertPFS (DM), Cert CII (MP ER)

Experience

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  JT Group Limited

  Jan 2014 - Apr 2016

  Senior Telecoms Investment Analyst

  Primarily responsible for maximising the value of the telecom investments, working alongside asset and development managers to drive the performance of the assets. I was expected to be involved with all aspects of deal evaluation and execution, including initial investment appraisal, financial analysis, co-ordination & review of due diligence, forming recommendations, reviewing transaction documentation and as well as on-going portfolio management. Other tasks include:Work with respective partners, asset managers and development managers to agree business plans and drive performanceDisciplined financial analysis and performance monitoring at the asset and sector level, reporting findings to sector head and CFO.Contribute to the formation/implementation of the Direct Investments strategyAssist in deal sourcing, analysis, and management of advisers, partners and stakeholdersPreparation and presentation of investment reports both for dissemination internally within the team and more broadly to/for group-wide investment committees Show less

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  Foresight Wealth Strategists

  Jan 2016 - now

  Financial Adviser and Head of the Investment Committee

  Foresight provides financial planning advice for successful business owners, professionals, high net-worth individuals and their associated businesses. Based in Hale, Cheshire, the practice has grown since 1998 to become one of the most trusted advisers in the area. Foresight has a reputation for consistently delivering high quality, independent, advice that gives clients confidence that their money is being looked after professionally. Foresight has developed The Quantum Programme, a unique financial planning process, to ensure that clients receive a bespoke service tailored to their individual requirements. In doing so we give our clients The Edge - a clear advantage in achieving their financial goals. Show less