Home › Financial Planners › Ben Davies

Based at

Amber River Midlands

Position

Financial Adviser

Serving clients in

The Midlands

Ben Davies

Financial Adviser

Ben began his career in financial services in 2019, joining Barrington Jarvis (now part of Amber River Midlands) in 2022 as a paraplanner/ trainee adviser. Since then, Ben has progressed into a financial adviser role, continuing to build on his knowledge and experience within the industry.

Ben is currently pursuing further qualifications with the goal of achieving Chartered status. He enjoys working closely with clients to develop clear, tailored road maps for their financial futures, helping them understand and achieve their long-term goals with confidence.

Expertise in

Savings
Investments
Pension Planning
Retirement Planning
Insurance and Protection
Tax Planning
Estate Planning
Intergenerational Planning
Inheritance Tax Planning
Pension Consolidation
Trusts

Talk to Ben, call Amber River today

0121 759 0330

Talk to Ben, call Amber River today

0121 759 0330

Articles related to Ben and his team

Self-employment advice to give you peace of mind

Tim Forsyth has been advising clients for 40 years. He shares his top tips that should help anyone who’s…

Tim Forsyth: The biker with a safety-first wealth planning approach

Tim explains the importance of the 5 pillars of life: home, relationships, health, work, and finances. Lose…

11 ways to reduce tax in retirement

While you should never base investment decisions solely on tax efficiency, there are several ways to reduce…

What to do with an unexpected windfall

Whatever the reason for the windfall, we believe it’s essential to explore your options when it comes to…

What does a financial planner do?

A good financial planner will find out about your hopes and dreams and help you manage your money so you can…

Find out more about Ben and the Amber River Midlands team

Our Amber River Midlands team includes Chartered Financial Planners who look after clients across the Midlands, and beyond. We welcomed them to the Amber River Group in March 2021.

What our clients say

Madeline, Edgbaston

I simply can’t recommend Simon and his team highly enough. They have been looking after me for over 10 years and helped me through some difficult times. I could not have managed without them. Thank you.

I simply can’t recommend Simon and his team highly enough. They have been looking after me for over 10 years and helped me through some difficult times. I could not have managed without them. Thank you.Madeline, Edgbaston

Nick from Worcester

Amber River Midlands provides us with a personalised, professional friendly service we can rely on to manage our finances and have confidence in our retirement plans. They understand and explain clearly the huge range of investment opportunities and the associated risk. A great team we can rely on.

Amber River Midlands provides us with a personalised, professional friendly service we can rely on to manage our finances and have confidence in our retirement plans. They understand and explain clearly the huge range of investment opportunities and the associated risk. A great team we can rely on.Nick from Worcester

S Hughson

Professional, knowledgeable, intelligent and with a great range of product information. He obviously knows his stuff as my pension is working well and continues to grow. He communicates well and his bi-annual meetings are fun, chatty, informative and when he leaves, I always feel financially energised.

Professional, knowledgeable, intelligent and with a great range of product information. He obviously knows his stuff as my pension is working well and continues to grow. He communicates well and his bi-annual meetings are fun, chatty, informative and when he leaves, I always feel financially energised.S Hughson

Madeline, Edgbaston

I simply can’t recommend Simon and his team highly enough. They have been looking after me for over 10 years and helped me through some difficult times. I could not have managed without them. Thank you.Madeline, Edgbaston

Nick from Worcester

Amber River Midlands provides us with a personalised, professional friendly service we can rely on to manage our finances and have confidence in our retirement plans. They understand and explain clearly the huge range of investment opportunities and the associated risk. A great team we can rely on.Nick from Worcester

S Hughson

Professional, knowledgeable, intelligent and with a great range of product information. He obviously knows his stuff as my pension is working well and continues to grow. He communicates well and his bi-annual meetings are fun, chatty, informative and when he leaves, I always feel financially energised.S Hughson

Madeline, Edgbaston

I simply can’t recommend Simon and his team highly enough. They have been looking after me for over 10 years and helped me through some difficult times. I could not have managed without them. Thank you.Madeline, Edgbaston

Speak to us

To request an appointment call

0121 759 0330

Or arrange a callback