The gold standard

Leading the way in financial planning since 1993

The Benchmark difference

We’re here to help our partners and clients achieve more than they thought possible. We do that through industry-leading technology and an award-winning personalised approach. 

Here for financial advisers

Whether you’re putting together your first business plan, going after growth or getting ready to move on, we’re here to help you cover all the bases.

Here for individuals and families

No-one can see the future – but experienced advisers can help you make sure your money is safe from surprises. That kind of peace of mind is priceless.

Here for our people

We encourage our teams to set the bar high for their goals and aspirations. And we give them the support and structure they need to go after them.

The Benchmark difference

Powered by technology

Our integrated solutions span compliance, practice management, platform and investment services. All behind a single log-in so advisers and their clients have the most seamless experience possible.

Backed by people

We launched our IFA network in 2003 and run our own financial planning business. So we know what advisers need. And our close relationships with our firms make sure we keep getting it right.

Our firms aren’t just members, they’re partners

We invite every new firm that joins us to visit our offices and see the Benchmark difference for themselves. And our executive team’s doors are always open.

Our solutions are built by planners, for planners. Always with the long-term view in mind. 

Key milestones in our journey

Benchmark timeline 2022

Here for the long haul

We’re 100% owned by one of the most widely-respected asset and wealth managers in the world.

Always looking ahead

We share the Schroders drive for doing things better: raising the bar for technology and empowering our clients to achieve more than they thought possible.

A safe pair of hands

Our advisers and their clients benefit from a level of personal data protection you normally only find at FTSE-100 firms.

Recognised industry wide

PAAwards_winner_Best Consumer Duty Initiative

PAAwards_winner_Best Advice Network

Benchmark Award - MMA-Winner-731x36929

Defaqto 5 star platform rating


Meet our people

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Our board members
Our executive team
Our advisory board