Our goal is simple: to support advisers at every stage of their journey, help them maximise the value of their business and drive exceptional financial planning experiences and outcomes for clients.
Our proprietary solutions are at our heart. We support the full end-to-end financial planning process, delivering measurable advantages through integrated practice management, regulatory support, client portal and investment platform with its own discretionary permissions.
Administering £18bn of assets, we work with over 1600 advisers to achieve the “Benchmark advantage”; the value created through superior productivity and experience, by providing invaluable guidance and helping them through their lifecycle; starting a business, running more effectively, accelerating growth through to exiting.
And our approach is different: we bring together quality advisers, deliver the digital tools they need to excel, provide a choice of leading investment solutions, and remove inefficiencies so they can deliver great service and achieve better client outcomes.