Ben Marlow

I am absolutely happy with Ben, he has provided excellent advice and direction. I feel very confident and comfortable with my financial situation. Ben goes above and beyond to make things happen and communication is excellent at all times. I would highly recommend Ben to my friends and have done so.

Ben was patient and understanding when my husband and I first met him ( over Teams ). All our interactions have been warm and friendly. It usually takes me a while to start trusting people, but with Ben, he had my trust after the end of the first 1 hour meeting. It was blatantly obvious from the outset that Ben is an expert in the field of financial planning, as he's been quick to interpret our questions and ready with the correct answer.

I am one of those guys in his late 50s who never thought much about managing his money - because life kept distracting me with other things. I had seen a few financial advisers over the years. One confused me with financial jargon and made me feel dumb for not understanding him. Another put me in a poorly performing managed fund and then refused to take my calls as it kept losing money. Another guy rolled out the red carpet - leaving me to find out later he was taking whopping commissions. Ben Marlow certainly has been refreshingly better. He seems to genuinely care about his clients, is a good listener and has always communicated in plain English. I have found him to be well informed and proactive. Ben’s very thorough review of my financial situation showed up a few areas where I was off track. These have been rectified and through his modeling (which he took me through patiently) - I can now see my way clear to retirement with room for the adventures my wife and I had on our bucket list. Also, he has been quite upfront about his fees. Dealing with Ben has worked out very well for us.

If i could have Ten Stars for Ben it won't be enough, due to recent dealings with Ben for my dearly loved wife prior to her passing November 2023 Ben was exemplary in steering my wife Linda's Financial affairs in a simple way to provide the necessary funds for the future of Linda's and subsequent financial needs and requirements, the advice both Linda and i received was in my opinion second to none. Furthermore since my wife's passing Ben has given me the advice in once again a truthful and most professional way during these uneasy time for all parties involved and in say that i would have no hesitation in recommending Ben and the Direct Team to anyone wishing to have exceptional and professional advice for any matter in confidence. in closing i can only say well done and thank you Ben, i will send possible clients to you when and if needed. kindest Regards Garry B 77 years young.