Ben Kerslake

Experience

• 

  Abrdn

  May 1993 - now

  Developing and maintaining relationships with Independent Financial Advisers including both Wrap and retail propositions-Responsible for developing a panel of 80 IFA firms(including nationals & networks) to increase assets under management with the main focus on the SL wrap platform.-Helping IFA directors get their businesses fit for the future and evolving for industry changes such as Miifid by supporting and influencing business decisions.-Selling across full range of tax wrappers-Providing full investment guidance inc. investment process, risk assessment,asset allocation, portfolio rebalancing.-Responsible for selling all WRAP platform tradeable investments-Passive funds, ETF's, Multi-manager funds, OEIC/Unit Trusts, DFM's,Investment Trusts, Offshore Funds.-SIPP and sales especially 'At Retirement' including drawdown/USP, trustee investments,spousal bypass trust.-Planning,preparing and delivering seminar presentations and workshops.-Providing expertise in and support in all areas of IHT and Trust planning Show less

  • Account Manager

    May 1993 - now

  • Business Development Manager at Abrdn

    May 1993 - now