About

Benjamin Grimsey is an Independent Financial Planner and Mortgage Adviser dedicated to helping individuals and businesses achieve their financial goals. Based in Falmouth, Benjamin offers flexible services including in-person meetings, home visits, and convenient video calls to suit his clients’ needs. He particularly enjoys supporting clients approaching retirement, helping them navigate their pension options and plan their income with the help of cashflow modelling.

Benjamin’s career spans business management, property, and entrepreneurship, giving him a unique perspective on the challenges and opportunities his clients face. This experience drives his commitment to delivering straightforward, practical advice tailored to each client’s circumstances.

Benjamin lives in Falmouth with his wife and two young sons. A passionate cook and a keen sea swimmer, he values spending time with family and embracing the coastal lifestyle. He prides himself on providing clear, honest guidance and building long-lasting relationships that help his clients feel secure and confident about their financial future.

Professional Qualifications & Memberships

Member of the London Institute of Banking & Finance (LIBF)

LIBF – DipFA (Level 4 Diploma for Financial Advisers)

• Financial Services Regulation and Ethics (FSRE)
• Advanced Financial Advice (AFA)

LIBF – CeMAP (Certificate in Mortgage Advice and Practice)

• Mortgage Law, Policy, Practice and Markets
• Assessment of Mortgage Advice Knowledge

ILM – Level 5 Diploma in Leadership and Management

BA (Hons) in Documentary Film and Television

Always check the firm or person you’re dealing with is listed on the FCA Financial Services Register. The Register lists all the firms and individuals that are involved with regulated activities. Benjamin's regulated permissions can be found here.