Ben Holland

Wealth Planner

Ben is a Wealth Planner at Canaccord Wealth, specialising in tax-efficient financial planning for successful professionals, entrepreneurs, families and businesses. He helps clients structure their affairs to support wealth accumulation, tax-efficient alternative investment planning, inheritance tax mitigation and long-term wealth preservation. As a qualified Financial Planner with the Chartered Insurance Institute (CII), he focuses on simplifying financial complexity and building lasting client relationships, providing trusted guidance to help clients achieve their personal and financial goals with clarity and confidence.

Areas of expertise:

Tax-efficient financial planning
Wealth accumulation strategies
Alternative investment planning
Inheritance tax mitigation
Long-term wealth preservation
Financial planning for professionals, entrepreneurs and business owners.

About Ben

My aim is to simplify financial complexity, helping clients make informed decisions with clarity and confidence so they can focus on achieving their personal and financial goals.

I place great value on building long-term relationships and taking the time to understand what matters most to each client. As their circumstances and priorities evolve, I aim to provide clear, practical guidance that helps them make confident decisions at every stage of their financial journey.

Building wealth is only part of the equation. I help clients think carefully about how they earn, invest and structure their wealth so that more of it is working towards their long-term goals, rather than being lost unnecessarily to tax.

Ben Holland, Wealth Planner