Benchmark Capital was formed in 2015 with a mission to power the highest quality firms in the Financial Services profession.
Our Group companies bring together all the jigsaw pieces in an otherwise fragmented industry. Our best-in-class technology solutions, discretionary platform and support services provide competitive advantage to over 120 leading National and Regional firms.
Aspect8 is a multi-award winning firm of Chartered Financial Planners whose business has been built on delivering the best possible financial outcomes for their customers.
Best Practice is an award-winning services company that provides compliance and regulatory support, best-of-breed technology and financial support to a range of high quality, Independent Financial Advice firms.
Creative Technologies builds innovative, turnkey technology solutions for large, high quality firms in the Financial Services industry. Our emphasis on a totally integrated, end-to-end solution provides huge competitive advantages for the firms we power.
Ian set up the original business in 1993 and has been instrumental in the design of much of the technology suite which powers the group today. He has overseen the growth of all Benchmark’s businesses, is a Fellow of the Chartered Insurance Institute and a Chartered Financial Planner. Ian is now responsible for the overall strategic direction of the group and future initiatives.
Keith joined the group in 2013 and oversees all customer relationship management, sales & marketing, project implementation and commercial operations across the group. He has over 20 years’ experience in financial services, business consultancy and strategic business development.
Craig is a Chartered Management Accountant (ACMA, CGMA) responsible for all financial matters within Benchmark Capital and its subsidiaries. He joined Benchmark in 2014 and has been central to the formation of the group of companies, increasing the board’s focus on profitability and its long-term strategy, and in all the group’s key business acquisitions over the past two years.
Group Compliance Director
James joined the group in 2003 and oversees the compliance and risk control functions across the group. Under his stewardship, Best Practice has been recognised in national awards for the best governance, risk & compliance and for having the best compliance team. James has been awarded Best Head of Compliance twice to complete a set of accolades that demonstrate the standards set and achieved under the Group.
Andy joined the company in 2006 and has been the principle architect behind Benchmark’s IT strategy. He is responsible for all software development, infrastructure and security across the Benchmark group.
Mike is a highly qualified financial planner with over 15 years’ experience of providing a financial planning service to wealthy clients. He is the Investment Director for Best Practice and has previously been the group’s Compliance Director. Mike is also chairman of the Fusion Wealth Investment Committee and the group’s £500M Managed Portfolio Service.
Partners Wealth Management are a highly successful, London-based wealth management firm with over £1Bn of Assets Under Advice. Their target market is clients with > £1M of investable assets.
Partners Wealth approached Benchmark in 2013 initially to help consolidate the wide range of DFMs they used, and to centralise their platform strategy around a single core platform.
Since their go-live in early 2014, PWM have placed almost £200 Million on the Fusion platform and have consolidated / centralised their asset base from 26 DFMs down to 9.
PWM have woven Benchmark’s end-consumer portal, Wealth Platform, into their client proposition and are leading the way as one of the new generation of technology-enabled Wealth Management firms in the UK.
Frenkel Topping is an industry leader in the provision of Financial Advice, Wealth Management and Litigation Support Services to support the long-term wellbeing and financial goals of vulnerable individuals.
As part of Frenkel Topping’s strategy to accelerate their growth and deliver class-leading solutions to their clients, Benchmark implemented a bespoke solution which replaced their core technology solutions, created a central discretionary hub, built a bespoke Court of Protection cash-flow modeller and helped guide their ongoing DFM due diligence process.
Since go-live in early 2013, Frenkel Topping have grown their Assets Under Advice substantially using the full suite of solutions Benchmark delivers, and have moved over £200 million of funds on to the Fusion platform, a combination of new monies and existing assets transferred from pre-existing relationships.
First Wealth are multi-award winning wealth managers, offering innovative and intelligent planning for their clients’ changing requirements.
As members of Best Practice and utilising the full range of Benchmark’s technology and platform solutions, First Wealth are able to focus their energy on delivering class-leading solutions for wealthy clients, competing effectively against high-end financial planning practices many times their size.
First Wealth have won a range of industry awards, including Money Marketing Small Adviser of the Year, CityWealth Leaders Award and Portfolio Adviser investment management awards.
What can we do for you?
We're interested in working with high quality, forward-looking firms. Whether you're seeking access to capital to build your business, a turnkey technology and platform solution to power your growth, or simply a safe pair of hands to look after your clients, we can help.