Redbourne Wealth News Today

Benchmark Capital (Benchmark) has reached agreement to acquire a 51% shareholding in Harrogate-based Oculus Wealth Management. The deal is subject to FCA approval. The investment brings an additional £2bn of assets to the Benchmark group and adds a broader range of services.

Benchmark Capital (Benchmark), a provider of financial planning solutions and part of the Schroders Group, is continuing its business expansion across the UK. It has completed the 100% acquisition of Advision and has also has taken a 49% stake in chartered financial planning firm Chartered Independent.

Benchmark has completed the 100% acquisition of Advison and taken a 49% stake in Chartered financial planning firm, Chartered Independent.

It will take client assets to £2.1bn, with more deals in the pipeline

Benchmark Capital, part of the Schroders Group, has expanded its footprint in the UK with the completion of the acquisition of the remaining interest in Redbourne Wealth Management. This completes Benchmark Capital’s 26th acquisition of an independent financial advice firm.

It will take client assets to £2.1bn, with more deals in the pipeline