Benchmark - Helping you achieve more than you thought possible.
We bring together high-quality financial planners and best-in-class technology solutions with a vision to create the most effortless and rewarding financial planning experience.
Our award-winning proprietary solutions cover Practice Management, Compliance, Platform, Client Portal, and Investment Solutions. Built by planners for planners and designed to support advisers at every step of the journey, getting started, running your business more productively and efficiently, accelerating growth, or realising value, we have partnered with advisers for over 30 years’, delivering efficiency, consistency and simplicity for great adviser and client outcomes.
Our tightly integrated software, with one, secure, intelligent sign-on delivers a single point of access to systems that share the same live data, for greater peace of mind. Our practice financing and buy-out options, with structured integration planning by our dedicated team, provides a long-term partnership approach to suit both buyer and seller.
With £18 billion assets under advice, £4+ billion in DFM solutions, 1700+ high-quality advisers and 430+ dedicated staff, we’re creating a financial planning experience that sets a new benchmark. We call it The Benchmark Difference.