Ben Ellis

About Ben

Ben’s career in financial services began in 2002 when he became a paraplanner after several years of living and working in Sydney, Australia. He qualified as a financial planner in 2003, then moved to a larger firm several years later where he continued to gain experience working with private individuals and small to medium-sized business owners.

In 2015, he set up Cactus Financial Planning to work with other professional advisers. He enjoys following investment markets and macroeconomics, and keeps a keen eye on geopolitical issues. He works with other professional advisers to ensure he keeps his tax knowledge updated and relevant.

When Ben isn’t working

Outside of work, you can find Ben playing golf, coaching a local youth football team or squeezing in a weekly gym visit.

Ben’s recently become more interested in gardening, so he’s trying to build his knowledge on what is and isn’t a weed! He also likes to attend a variety of local events such as the literature and jazz festivals.

Contact Ben

0345 222 0275

07960 505 908

ben@cactusfp.co.uk

12 Imperial Square, Cheltenham, GL50 1QB

Keeping it official

Financial Advisers are authorised and Regulated by the Financial Conduct Authority (FCA) and appear on the FCA Register.

You can view Ben’s entry on the FCA Register by clicking here.  The entry for Cactus Financial Planning can be found here.

Furthermore, all financial advisers and planners must hold a valid Statement of Professional Standing. This proves the adviser is qualified to the required standard and undertakes an appropriate amount of Continuous Professional Development each year to ensure his or her knowledge is kept up to date.

You can view Ben’s current SPS by clicking here.

A word of warning. In this era of financial scams, beware of taking financial advice from anyone who doesn’t appear on the FCA Register, or hold a valid SPS.

Qualifications

  • CF1 (Regulation and ethics)
  • CF3 (Financial protection)
  • CF4 (Retirement planning)
  • CF5 (Integrated financial planning)
  • CF8 (Long-term care insurance)
  • Financial Planning Certificate
  • G10 (Taxation and trusts)
  • R01 (Financial services, regulation and ethics)
  • R02 (Investment, principles and risk)
  • R04 (Pensions and retirement planning)
  • DipPFS (Diploma in Financial Planning)

What do our clients have to say?

We were particularly impressed with the support and guidance Ben provided on what to expect in the early years of retirement and how we should organise our finances. We highly recommend Ben, we know he gives us good well-informed information and advice. Lynn & Julian
We were keen to ensure that our retirement planning was on track and that when we retired, maintain our standard of living. The service we received was professional, suited to our requirements and, most importantly, easy to understand. We would highly recommend Cactus Financial Planning. Stephen & Rachael
We needed investment advice after we had received an inheritance. After discussions with Ben he put into place a strategy where we were able to use these investments to help supplement our retirement income. We have been able to use this money to help pay for holidays and even a house extension! We have always found Ben a friendly and approachable person who understands our needs and requirements. Roger
I have recently started working with Ben who provided some investment advice. He explains things in a clear and concise manner, and is approachable and proactive. I have been delighted in the advice and ongoing service provided. Les