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2019 Future Leaders Awards
Investment/Portfolio Director of the Year - BRONZE
Ben Griffiths currently has no Citywealth award
Average client size: Under £5 million
Fixed fee offering: No
Number of offices globally: More than 5
Tilney, 4 Hardman Street, Manchester, M3 3HF
T: 0161 819 7147
Ben Griffiths currently has no reviews
Personal Injury Settlements
Work with a large number of clients who are the recipient of personal injury settlements, I work with their professional Deputy or Trustees as the wealth manager to manage the award in a tax efficient manner. This regularly includes J/ISA contributions, de minimis pension contributions and a portion being managed in an offshore bond. In addition to investing the money we also ensure their Periodical Payment Orders are correctly adjusted each year and life cover where appropriate can be provided.
Advising two business partners who sold their business
Advising two business partners who sold their business and sat on cash for a long time, they both have a rolled up equity stake in the larger PE backed business and do not require the capital. We have established a plan for the proceeds, drip fed the money in to markets to not expose them to unnecessary volatility given first exposure to investing. Further plan in place for their equity stake which is likely to be realised in coming years. Also need to be able to generate sufficient income to meet expenditure if they start up again in due course and are without salaries for a while.