Ben Barnaby

I found my passion early on in my career for working with individuals and their families to create bespoke multi-generational wealth plans and investment solutions. I thrive on building strong relationships by understanding my client’s financial needs, priorities and genuinely considering what is important for them and their family. I feel privileged to act as a trusted advisor to my clients.

I have spent fourteen years working in financial services initially in the North East for HSBC Bank, Barclays Wealth and then latterly in the North West for Coutts & Co.

I am a Chartered Financial Planner and Fellow of The Personal Finance Society. I am also a Chartered Wealth Manager with the Chartered Institute for securities and Investment.

When I am away from the office, I spend my time travelling the World; I love exploring new places - especially places where I can ski!