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August 9, 2023
Benchmark Capital has confirmed it is trialling a new “simplified advice” offering to help advisers work with clients who do not need full advice.
August 3, 2023
Benchmark Capital has confirmed that its chief executive David White will step down from his role in January next year. The group said it is recruiting for a new CEO, as part of an ongoing succession process.
July 20, 2023
Benchmark Capital , a leading provider of financial planning solutions and part of the Schroders Group, is today announcing that it has reached agreement to acquire Swindon-based Unique...
July 20, 2023
Schroders Group subsidiary Benchmark Capital has reached agreement to acquire Swindon-based Unique Financial Planning
July 20, 2023
Benchmark Capital has reached an agreement to acquire Swindon-based Unique Financial Planning (Unique FP) in a deal which adds £755m in assets under advice.
July 20, 2023
Schroders-owned Benchmark Capital has reached an agreement to acquire Swindon-based Unique Financial Planning. Unique is a firm of 32 advisers with £755m of client assets under advice. It has five offices across the South of England. The business will continue to operate independently but with further support from
June 26, 2023
Benchmark has announced the appointment of Tim Sargisson to be managing director of its financial planning arm subject to FCA approval.
June 26, 2023
Benchmark has appointed Tim Sargisson as the new managing director of financial planning, subject to Financial Conduct Authority approval.
May 28, 2023
'A true innovator and a giant of the industry, who leaves behind a legacy of a transformed world for financial advisers'
May 5, 2023
This platform topic seems to divide opinion in an almost emotive way