Professional Adviser Working Lunch
with Ruffer and Benchmark Capital

28th September, 2021 - 1:00 PM - 2:00 PM - Location: The Mere, Knutsford

28th October, 2021 - 1:00 PM - 2:00 PM - Location: Oulton Hall, Leeds

11th November, 2021 - 1:00 PM - 2:00 PM - Location: Marriott, Forest of Arden

Benchmark Capital

It’s all about Trust

Selling your business or building a longer-term succession plan is probably one of the most important decisions you’ll make as a business owner.

Finding a partner you trust to look after your clients and employees with the same care you do means finding a like-minded, financially secure and non-disruptive team to support you on your journey.

Using a real-life case study, we’ll explore our collaborative approach to succession; it starts with getting to know you and how you work. Our recent adviser research also revealed that increasing productivity was the highest priority for advisers over the next 12 months. We’ll show how technology can achieve efficiencies to build value in your firm.

We’ll demonstrate how working with a like-minded partner to explore - and finance – different options tailored to your business achieves the best results for you and the best possible outcomes for your clients.

There’s a lot of “noise” in the market about private-equity investment and consolidation. Finding your trusted partner is the key to achieving success.


Speaker


Keith Hare, Group Development Director, Benchmark Capital

Keith joined Benchmark Capital in 2013 with responsibility for customer relationship management, sales and marketing, project implementations and commercial operations across the group. He works with high quality financial planning and wealth management firms on delivering measurable value by bringing Benchmark’s unique technology solutions to advisers; streamlining processes, simplifying operations and freeing up time for them to focus on their clients. With an unwavering focus on quality, Keith has over 20 years’ experience in financial services, business consultancy and strategic business development.