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Ben Whittaker

Paraplanner

Ben joined Adroit Financial Planning in 2017, having previously worked as a Paraplanner for an IFA firm that specialised in personal injury and clinical negligence cases.

In particular, Ben has gained experience assisting in the research and writing of financial expert witness reports. He has focused extensively on helping quantify pension loss claims that cover numerous pension schemes and loss of dependency cases. Additionally, Ben has experience in providing analysis of schedules of loss in order to help solicitors who are considering the use of periodical payments when settling their clients’ claims.

In an effort to widen his knowledge and understanding of the financial services sector Ben is currently working towards obtaining his Diploma in Financial Planning, in the effort to eventually become an Independent Financial Adviser.

Email Ben

ben.whittaker@adroitfp.co.uk