We set the benchmark for financial planning advice, technology and solutions

We're here to help people find peace of mind and empower you to achieve more than you ever thought possible.

Discover the Benchmark difference

We’re with you every step of the way. Backed by decades of experience and award-winning proprietary solutions that help you reach a new level of success. 

I'm looking for financial advice

We're here to help individuals find peace of mind and business owners go after their goals.

I'm looking for adviser firm services

We empower you to deliver for your clients throughout every stage of your business

I’m interested in working at Benchmark

The Benchmark difference extends to our people too. We attract the best with a progressive culture and benefits built around our teams.

Why Benchmark?

We’re with you for the long run 

We’ve been at our clients’ sides for decades – and with centuries of Schroders' expertise to draw on too, we’ll be there for many more. 

 

We keep raising the bar  

We keep you ahead of the game – always challenging ourselves to find smarter solutions and develop new technologies. 

 

We’re a steady hand at the wheel 

We specialise in keeping things running smoothly, so you can keep your focus where it matters: on your family or business. 

Recognised industry wide

PAAwards_winner_Best Consumer Duty Initiative

Benchmark Award - BEST WEALTH MANAGEMENT WINNER

PAAwards_winner_Best Advice Network

Money Marketing Awards - Best Network

9262880-FTA-Top-100-Financial-Adviser's-Member-logos-2022_Bechmark

Defaqto 5 star platform rating

Our story

Find out how we’ve been setting the benchmark for financial planning since 1993.