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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.
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Good morning and welcome to your Morning Briefing for Wednesday 7 December 2022. To get this in your inbox every morning click here. Valuing numbers Cost matters in financial planning but is it everything? Ed Dymott, managing director, wealth, at Benchmark Capital, has some wise words on the subject: "It is right
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.