Protect your legacyThis is your life’s work. Succession planning ensures you’ll pass on a legacy, not just your assets.
It’s your call
You may wish to leave a family concern to the next generation, sell up or develop new leadership from within. We help you arrange the details to cover all contingencies - including the option to become part of Benchmark Financial Planning.
Every plan is bespoke
We'll find the solution that's right for you and one that meets your goals. And we can introduce you to our network so you can learn from their experience.
Support at every step
Whether it's training your successor through our academy, helping you identify suitable candidates or supporting you with funding, we'll help you every step of the way.
Become part of Benchmark Financial Planning
We can fully or partially acquire firms. But first we'll work with you on a business plan so you can plot out the acquisition price you want and the timeframe to go after it.
Three steps to smooth succession planning
It’s never too early to think about succession planning. Protect your firm, your family and your legacy by starting now – and achieve greater peace of mind.
We'll sit down with you - virtually or in person - regularly to go over your progress and future plans. Whether you have a successor already in your business, plan to sell up or pass the firm on to your children, we'll work with you to find a solution.
Between Benchmark, Schroders and our professional partners, we have knowledge of the legal, financial and regulatory that is second to none. You're in good hands.
A long-term outlook
You've invested in the best people and built a great client base - so even after you've moved on you can be sure that everything you've worked for will continue to go from strength to strength.
Part of the Schroders family
We’re 100% owned by one of the most widely-respected asset and wealth managers in the world – so you can expect centuries of stability and security behind you.
Support that suits you
We’re here throughout your journey with executive support, as well as access to exit finance, legal and HR advice and even property guidance.