Benjamin Grimsey
Independent Financial Planner @Octo Financial Planning Ltd
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WORK HISTORY
Independent Financial Planner @Octo Financial Planning Ltd
Falmouth, GB
I\'m an Independent Financial Planner and Mortgage Adviser based in Cornwall, helping individuals and families make confident decisions about their pensions, investments, mortgages, and protection. With a background in business and entrepreneurship and a practical, down-to-earth approach, I aim to simplify financial planning and deliver advice that truly fits your life. Whether you\'re preparing for retirement, buying a home, or just want peace of mind, I’m here to support you every step of the way
EDUCATION
Truro and Penwith College
NVQ Level 2 , Accounting Technology/Technician and Bookkeeping
Truro and Penwith College
AVCE , Media Production
LIBF
Level 4 Diploma, Financial Adviser (DipFA)
LIBF
Level 3 Diploma , Certificate in Mortgage Advice and Practice (CeMAP)
The International Film School of Wales
Bachelor of Arts - BA, Documentary Film & Television
The Cornwall College Group
NVQ Level 3 , Food Preparation/Professional Cooking/Kitchen Assistant
City & Guilds
NVQ Level 5, Leadership and Management in Adult Social Care
ABOUT BENJAMIN GRIMSEY
Financial Planning, Retirement Planning, Pensions, Insurance, Protection, Investments, Mortgages, IHT Planning About MeWith a background in business ownership and operations management, I bring a wealth of real-world experience to financial planning. After years of running my own restaurants and working in private healthcare, I transitioned into financial services to help individuals and businesses make informed financial decisions.As an Independent Financial Planner I specialize in crafting clear, strategic financial plans that align with my clients\' goals. I enjoy the problem-solving aspect of financial planning—translating complex financial matters into actionable, practical advice. Helping people build financial security and plan for the future is what drives me every day.Outside of work, I have a passion for travel, fitness, sea swimming, fishing, and watching football, rugby, and F1. Most importantly, I love spending time with my family.The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.A pension is a long - term investment the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.Octo Financial Planning Ltd is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Octo Financial Planning Ltd is entered on the FCA register under reference 972331. Registered office: Charles Lake House, Claire Causeway, Crossways Business Park, Dartford, Kent, DA2 6QA. Registered in England and Wales Number: 13••••09.
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