Romsey & Wimborne

Empowering clients with tailored financial strategies and local expertise

Meet the financial planning team in Romsey or Wimborne

What sort of “tomorrow” do you want to have? Dream bigger and go further, let us help you achieve your goals.

Connect with our dedicated team for prompt and professional service tailored to your needs.

Address (Romsey): Kestrel House, Alma Road, Romsey, SO51 8ED

Address (Wimborne): Communications House, 23D West Street, Wimborne, BH21 1JS

"Reliable, knowledgeable, friendly and professional"

We're Chartered Financial Planners, committed to a customer-first approach and values that align with a professional Code of Ethics

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The solutions we provide for you in Romsey or Wimborne

Financial planning

We know everyone’s needs are different. That’s why the first thing we do at Benchmark is sit down and listen. We’re not interested in pushing a set of products. We’re interested in you.

Investment Management

At Benchmark, we see the big picture. We know investments are as much about time as timing. But we also know that going alone is daunting. Achieve peace of mind with us by your side.

The retirement you deserve

Sunny days with your grandchildren. Endless travel. A lasting philanthropic legacy. However you picture your retirement, our advisers can help you achieve it — and more.

Mortgages

Roll-top baths. Loft conversions. The perfect sofa. That’s what you should be worrying about when you find your dream home. Not the ins and outs of mortgages.

Protection to forget about

Nobody likes thinking about life’s big, unpleasant ‘what ifs’. What if I die unexpectedly? Or can’t support my family? Or my top employee falls ill? We’ll help you put the right protection in place, so you can start dreaming about life’s great what ifs instead…

Corporate Services

Your business can do more than just reach its potential. We’ll help you discover new heights and achieve more than you thought possible.