Business owners

No-one knows exactly what the future holds. But expert financial planning gives you the confidence to go after your goals – knowing you’re ready for anything.

Support at every stage

We offer holistic help for business owners, like protecting your company against sudden shocks, managing pensions, and planning ahead for retirement. 


Protect your business from shocks

No-one likes thinking about it, but can your business keep going without you – or your key staff? We’ll help you be sure it can.

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Build up your business assets

We’ll help you keep your focus where it matters – running and growing your business – by taking care of your finances.


Face-to-face or virtual advice

With your busy schedule, we know flexibility is key. So you can tell us the most convenient ways to keep in touch.

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Plan ahead for retirement

Get plans in place for when you’re ready to wind down from work – so you can rest easy, knowing they are taken care of.

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Annual reviews

We’ll sit down with you – remotely or in person – at least once a year to go over your progress and future plans. And we’re listening. If something isn’t working for you, let us know.

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Maximum security

Your financial details are safe with us. We offer a level of security you'd normally only find at a FTSE 100 firm - including protecting your data.

Not sure if you need financial planning? Ask yourself three questions.

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Am I spotting every opportunity?

Even experienced entrepreneurs benefit from an objective, analytical view of the landscape. Financial planners can show you where you could rein in risk, adjust your spending, or go after investment opportunities.

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Can I see what’s coming?

No-one has a crystal ball, but our chartered firm can map out a path that accounts for shifts you might not see coming. While you free up time and focus to take care of business as usual.

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Is there a major change ahead?

Take retirement. Many business owners discover that handing over their hard-won assets to the next generation is far more expensive and complex without proper advice.

Need help answering these questions?

Our dedicated advisers are happy to help. 

Get more from Benchmark

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What can we help you plan for?

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I’d like advice for my business

We’re here to help with everything from managing company pensions to protecting your business if you had to stop working suddenly.

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I need a financial plan

It’s always a good time to make sure your money’s working as hard for you as you do for it.

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I’m planning ahead for retirement

It’s never too early to think about life after business, and we can help make sure you’re set up for your next phase of life.

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I’m going through a big life change

Major moves, divorce, dealing with inheritance. Whatever comes your way, we’ll support you to navigate the new road ahead with confidence.

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I’m protecting my family’s future

We offer advice on managing your money that can help you meet family financial goals like buying property or funding your children’s education.

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I want to pass on my wealth

Our advisers can give you impartial, objective advice on how best to pass on your assets.

Speak to a financial planner

Benchmark Financial Planning is an Appointed Representative of Best Practice IFA Group Limited which is authorised and regulated by the Financial Conduct Authority, the registration number is 223112. Registered office: Broadlands Business Campus, Langhurst Wood Road, Horsham, West Sussex, RH12 4QP. Registered in England and Wales No 07572431.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service, please visit

The guidance and/or advice contained within this website are subject to the UK regulatory regime and are therefore targeted at consumers based in the UK.