Sandringham Financial Partners is a national firm of Independent Financial Advisers. Before implementing Benchmark Capital’s core solutions in 2016, Sandringham operated several disconnected key systems across its business that hampered its growth and limited its ability to support its advisers.
Having implemented Benchmark Capital’s solutions, Sandringham successfully centralised its key operational processes, consolidated its platform solutions and investment proposition, and added more than 70 financial planners to its roster – all with minimal increase in support staff – creating one of the most compelling support offerings of any UK national firm.
Partners Wealth Management (PWM) is a highly successful, London-based wealth management firm responsible for over £1.3Bn of its clients’ assets. Having adopted Benchmark’s core technology and platform in 2014, PWM has streamlined its multi-DFM investment proposition and adopted our end-consumer portal, Wealth Platform, into its client proposition. Today, PWM is at the forefront of the UK’s emerging generation of rapidly growing, technology-enabled wealth managers.
First Wealth is a multi-award-winning lifestyle financial planning firm that offers innovative and intelligent financial planning for high-net-worth individuals. First Wealth is a member of Best Practice and uses Benchmark Capital’s full range of technological and platform solutions. As a result, First Wealth is free to focus on formulating and delivering successful strategies for its clients and competing effectively against larger companies.
To us, offering a unified and collaborative service is everything. The
relationships we build drive value to our clients and to us as a group.
We work together as one, sharing knowledge, ideas and experience
across our companies so our partners get the benefit of multiple
skillsets, and the leading-edge digital tools to create value in targeted
ways across financial institutions.
To learn more about our cultural bond we have, click here.
Telephone: 01403 33 44 11