David and Jenny

“My wife and I went to Ben for financial advice in preparation for retirement. Ben listened carefully to us over several hours to get a picture of our financial position and future plans.

In our discussions, Ben showed his breadth of competency in giving us various options to consider while clearly explaining their ramifications to us.

Ben prepared an appropriate financial plan, explained it to us, and made sure we were comfortable with all proposals. He has always consulted with us,
and made sure we understood and were happy with what he proposed.

We have found Ben and his staff friendly, approachable, and helpful. We are happy to recommend FinAdvice Financial Planning and Benjamin Whitwell
for Financial Planning.”