Benchmark trials 'simplified advice' tool
Benchmark Capital has confirmed it is trialling a new “simplified advice” offering to help advisers work with clients who do not need full advice.
Source: moneymarketing.co.uk
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Benchmark Capital names Ed Dymott as new CEO
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.
Source: moneymarketing.co.uk
Schroders : Benchmark adds £755 million with agreement to acquire Unique Financial Planning
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...
Source: marketscreener.com
Schroders advice subsidiary buys UK financial planning firm
Schroders Group subsidiary Benchmark Capital has reached agreement to acquire Swindon-based Unique Financial Planning
Source: international-adviser.com
Benchmark to acquire Unique FP adding £755m in client assets
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.
Source: professionaladviser.com