Ben Sugden CeMAP
Director
Director and Financial Consultant, Ben has worked in the industry for over 10 years starting his finance career working for Santander, moving then into the independent broker world, working for a number of large corporate firms. Then in 2019 Ben and his partner Jen decided to go at it alone and created Discovery Financial. Taking what worked from the corporate world and improving on what didn’t. To create what we have today, an honest trustworthy, personal service for customers of all backgrounds. Ben prides himself on the philosophy of his business, putting customers first. Tailoring the service to each individual as one size does not fit all.
Jenni Whitaker
Director and Will writer
Jenni has worked for a number of corporate firms supporting them in their administration, including Yorkshire Building Society. Jenni supports Ben in the everyday running of Discovery Financial by working closely with clients and providers to help deliver a smooth process. Jenni, being our professional Will Writer, working as an associate of Prestige Legal Services, she provides advice and delivers outcomes for Wills, Trusts and Lasting Power of Attorney.
Wills,
Trusts and Lasting Power of Attorney services are referred to a third party
(Prestige Legal Services). Neither Discovery Financial Ltd nor PRIMIS are
responsible for the service received. These services are not regulated by the
Financial Conduct Authority and may have limited consumer protection.