Benchmark Capital – Empowering and inspiring advisers to deliver their client’s financial goals.

We bring together high-quality financial planners and best-in-class technology solutions to help advisers maximise the value of their business and drive exceptional experiences and outcomes for clients.

Our proprietary solutions provide significant competitive advantages for the firms we power, with tightly integrated software and a single point of access to systems that share the same live data, delivering measurable efficiencies and at better value than most alternatives.

We support over 1600 advisers and administer over £18bn of assets. Helping advisers to achieve the “Benchmark advantage” the value created through superior productivity and experience, and then realise that value through a range of structured succession planning options.

CONNECTING FINANCIAL ADVICE

Every day, thousands of financial advisers rely on our data and products to help their clients meet their financial goals.
Trusted for our technology solutions, research & analysis and expert insights, we provide transparency and enable efficiency to streamline the advice process – giving financial advisers more time to focus on their clients.
Our FE fundinfo Financial Advice Hub helps advisers onboard and engage their clients, create financial plans, analyse investment options and invest in managed portfolios.

We believe in making the industry Better Connected and Better Informed to help you and your clients make better investment decisions.

Fundment is modernising the wrap platform experience for advisers and their clients.

They are on a mission to transform the investment experience with a proposition that is digital by design.

Their modern platform technology enables advisers to be more efficient through wider and more flexible integration with other tools and market technologies. Its toolkit includes streamlined transfers, a broad range of MPSs, and all the in-house tax wrappers advisers and their clients expect, backed by a knowledgeable service team, and transparent all-in platform pricing.

Free from decades of obsolete technology, Fundment gives advisers and their clients a clean, modern, platform experience.

Founded in 1869, the Goldman Sachs Group is a leading global financial institution that delivers a broad range of financial services to a large and diversified client base.

For more than 150 years, a culture of teamwork and client service has defined our firm. Today, nearly 40,000 Goldman Sachs colleagues work together to serve our clients and communities around the world.

We provide investment and advisory services for the world’s leading pension plans, sovereign wealth funds, governments, financial institutions, endowments, foundations, family offices and individuals, for which we oversee more than $2 trillion in assets under supervision.

SimplyBiz provides the very highest quality of comprehensive compliance and business support to 1000s of financial advisers across the UK.

During our twenty-year history we have never lost sight of our primary purpose – to provide support and guidance to directly authorised firms in every area of their business.

Every decision about our proposition and development over the past two decades has been made after asking ourselves one simple question; will this produce the best outcomes for the firms we serve and their clients?

Our 500+ strong team understands advisers are central to everything we do, and our culture and ethos places the firms we serve firmly at the heart of SimplyBiz.