Ben Hiley DipPFS CertPFS

Financial Planning Analyst at Schofield Money Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
Harrogate, England, United Kingdom, UK

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Maximilian Kitching

During my time spent studying at the Academy of Contemporary Music alongside Ben Hiley, I can wholeheartedly vouch for his professional, production, compositional, and interpersonal skillsets. Ben always conducts work with civility and awareness of deadlines/needs of others, consistently releases high caliber and unique music, and never fails to be an ambitious and high-achieving student. I would not waver to recommend Ben Hiley for any position, whether it may be academic or professional.

Luke White

When I’ve worked with Ben he has always been patient, hardworking, professional and punctual. Recording a single with him was the most fun I’ve had recording a song and the quality of the final mix was amazing!

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Credentials

  • (J12) Securities Advice and Dealing
    Chartered Insurance Institute
    Mar, 2023
    - Nov, 2024
  • (J10) Discretionary Investment Management
    Chartered Insurance Institute
    Jan, 2023
    - Nov, 2024
  • Certificate in Discretionary Investment Management
    Chartered Insurance Institute
    Jan, 2023
    - Nov, 2024
  • (R06) Financial Planning Practice
    Chartered Insurance Institute
    Nov, 2022
    - Nov, 2024
  • Diploma in Regulated Financial Planning
    Chartered Insurance Institute
    Nov, 2022
    - Nov, 2024
  • (R05) Financial Protection
    Chartered Insurance Institute
    Aug, 2022
    - Nov, 2024
  • (R04) Pensions and retirement planning
    Chartered Insurance Institute
    Jul, 2022
    - Nov, 2024
  • (R03) Personal Taxation
    Chartered Insurance Institute
    Apr, 2022
    - Nov, 2024
  • (R02) Investment Principles and Risk
    Chartered Insurance Institute
    Dec, 2021
    - Nov, 2024
  • (R01) Financial Services, Regulation and Ethics
    Chartered Insurance Institute
    Sep, 2021
    - Nov, 2024
  • (CF1) UK Financial Services, Regulation and Ethics
    Chartered Insurance Institute
    Jun, 2021
    - Nov, 2024
  • The Fundamentals of Digital Marketing
    Google
    Jun, 2021
    - Nov, 2024
  • BA(Hons) Music Industry Practice (First-Class Honours Degree)
    Middlesex University
    Sep, 2020
    - Nov, 2024
  • IB Diploma
    International Baccalaureate
    May, 2018
    - Nov, 2024
  • Grade 5 Music Theory
    ABRSM
    Jan, 2018
    - Nov, 2024
  • Football Coaching Certification
    ESF Sports & Language
    Jan, 2017
    - Nov, 2024
  • MYP Certificate
    International Baccalaureate
    Jan, 2016
    - Nov, 2024

Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Financial Planning Analyst
      • Nov 2021 - Present

      Working within the wealth management and advice processes as a financial planning analyst at Schofield Money Limited: - Preparing suitability reports (transfers, fund switches, bespoke investment solutions, tax efficient withdrawal strategies, etc.) - Conducting advice research (CGT position, carry-forward / pension allowances, loss calculations, etc.) - Reviewing clients' external investment products (investment strategy, costs, risk/return, guaranteed benefits, etc.) - Managing our in-house investment portfolios across all risk levels (OEIC/UT research as well as blended portfolio analysis: holdings, style-bias, fixed interest credit quality / duration, portfolio costs, etc.) Show less

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • New Client Support
      • Apr 2021 - Nov 2021

      Supporting the most efficient onboarding experience possible for new clients to the firm, managing client records, processing product-provider letters of authority, updating policy information and upholding compliance procedures. Supporting the most efficient onboarding experience possible for new clients to the firm, managing client records, processing product-provider letters of authority, updating policy information and upholding compliance procedures.

  • Ben Hiley Audio
    • London, United Kingdom
    • Founder
      • Jan 2018 - Apr 2020

      Managed small internet business, Ben Hiley Audio, working with upcoming artists, editing, mixing and mastering tracks for digital and CD release. Managed small internet business, Ben Hiley Audio, working with upcoming artists, editing, mixing and mastering tracks for digital and CD release.

    • Spain
    • Spectator Sports
    • 1 - 100 Employee
    • Assistant To Director Of Academy
      • Jul 2019 - Aug 2019

      Assistant to Academy Director; independently created and managed spreadsheets for training schedules, academy budgets, and patron records under constant time pressure. Assistant to Academy Director; independently created and managed spreadsheets for training schedules, academy budgets, and patron records under constant time pressure.

Education

  • Middlesex University
    Bachelor of Arts - BA, Music Industry Practice
    2018 - 2020
  • Hong Kong Academy
    International Baccalaureate Diploma, Music, Physics, Maths, Economics, Language & Literature, French
    2016 - 2018

Community

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