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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.
Benchmark has completed the 100% acquisition of Advison and taken a 49% stake in Chartered financial planning firm, Chartered Independent.
Platform Transact has announced the death of its co-founder and former chief executive Ian Taylor at the age of 58.
The accessibility, or to use the buzz word “democratisation”, of financial services is critical. However, at the same time we need to ensure we don’t lose the consumer protections that go with it and that consumer protection is not afforded only to those who receive advice.