Benjamin House

I've spent over a decade working for large financial institutions, and while I learnt a great deal, I always felt something was missing. I wanted to build something different—a place where clients come first, not products; where advice is truly holistic, not siloed; and where families feel supported, not just individuals. Benjamin House was born from a simple belief: financial planning should be personal, jargon-free, and focused on what really matters to you. I wanted to create a firm that feels like a trusted friend, not a faceless corporation.

Because I genuinely care. I'm not here to push products or meet sales targets—I'm here to understand you, your family, and your dreams. With over a decade of experience across the UK and Switzerland, and qualifications spanning pensions, investments, mortgages, equity release, and later-life planning, I bring expertise without the ego. But more importantly, I bring empathy. I listen. I explain things in plain English. And I'll be with you every step of the way, not just at the start. When you choose me, you're choosing a true partner for life's financial journey.

Absolutely! While I'm based in the UK and love meeting clients in person, I understand life is busy. I offer secure video consultations via Zoom or phone calls, making it easy to get expert financial advice from the comfort of your own home. I work with clients across the whole of the UK, and my digital systems mean your documents and information are always safe and accessible. Whether you prefer face-to-face or remote, I'm here to make the process as convenient and stress-free as possible.

Your health and safety have always been my priority. I've embraced secure remote consultations so you can receive expert advice without leaving your home. For in-person meetings, I follow all recommended guidelines, maintain a clean and ventilated environment, and am always happy to wear a mask if you prefer. I'll never put you in a position where you feel uncomfortable—we can always adapt to whatever makes you feel safest. My goal is to provide peace of mind, both financially and personally.