Benchmark has laid out ambitious plans to grow its advice offering following its purchase of Unique Financial Planning last year. The firm’s chief executive Ed Dymott told Money Marketing that 2023 had been a “record year” for attracting new businesses – both to acquire and to use its tech offering.
Markets have performed much better in recent months than was the case in 2022 and interest rates are believed to be peaking, but sentiment among advisers and their clients remains very mixed.
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It is “ridiculous” for the majority of advice firms to think they could run their own platform and have the proposition be financially beneficial, delegates heard.
It is “absolutely bonkers” for SME advice businesses to try and offer additional products, Unique Financial Planning managing director Philip Martin has insisted.