See what's behind the Benchmark difference
A close personal relationship with your own dedicated adviser. And award-winning technology that sets the bar for the industry. The best of both, with no compromise.It's our process, but it's all about you
Our first meeting
You’ll always have your own dedicated adviser, and you can meet on your terms - over a coffee or on a call. Whatever suits you. Just come ready to talk about your goals and ambitions. And prepared to hear that you could dream even bigger than you think.
Discovery
Once we know where you want to go, we’ll go into fact-finding mode. We’ll ask for all your financial information: incomings, outgoings, savings, investments. Then, backed by a team focussed on your interests, your adviser will get to work creating a plan - and combing the markets for the right opportunities for you.
Presenting your plan
You’ll sit together again and hear what your adviser thinks will work for you, and why. All our advisers give impartial, objective advice – so you’ll only hear what they think is best for you. And when you’re happy, they’ll put it all into action for you too.
Keeping in touch
Goals change as you go through life – and we’ll be here to help your plans change with them. Your adviser will give you regular updates, including an annual review. And they’ll get you on board our easy-to-use client portal so you can check how your money’s doing any time.
In person or online: it’s up to you
You’ll soon discover how seamless our tech is, but we won’t leave you to work it out for yourself. Your adviser can meet with you to take you through it in person or remotely. And the same goes for any of your meetings – including your yearly review.
Check in on your wealth 24/7
We’ve designed our technology so we only need to put in your data once. Then it’s all there: plans, policies, documents, updates. So even though it’s locked behind security only the top businesses in the world use, with just one login you can see your whole financial world laid out for you. That’ll be why we’ve won awards for many of our services.
Our costs
Initial costs
Fees are based on the time taken to analyse your circumstances and create your personal Financial Planning Report. If you decide to proceed, the cost of this is offset against the implementation fees which are tiered, starting at 1% for the first £1million of assets under management.
Our Wealth Service
A straight-forward and transparent service designed to provide everything you need to achieve your financial goals. Fees are tiered, starting at 1% for the first £1 million of assets under management.
- An initial financial plan based on a detailed discovery of your personal goals, created by your adviser
- An annual review of your plan with your adviser to keep everything on track
- Access to your adviser to deal with life’s changes and surprises
- Access to our support teams to deal with queries
- Investment advice from one of the UK’s leading managers
- 24/7 access to your online account with full transparency of your portfolio
- Access to regular newsletters and investment insights designed for you
- Complete transparency of costs
- Freedom to opt out at any time
We will always be clear on fees and will explain these to you before you make any commitment to proceed with our service.
