Big changes mean big decisions

A new business. A new home. A new phase in your life. Whatever brings you here, we’ll make sure your financial plans line up with your future plans.

Here for what happens next

If you’re wondering what the best way forward is, you’re not alone. Many of our clients come to us to navigate big financial decisions, from marriage and mortgages to dealing with life after loss. We take care of the money questions, so you can focus on the bigger picture. 

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Get the long view

It’s not just about this big change. It’s about the road it sets you on. We’ll think way ahead to make your money work for you today and tomorrow.

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Close the advice gap

Research shows people who get financial advice build up more valuable assets than those who go it alone – especially with a dedicated adviser and team who know your goals inside-out.

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Access anytime, anywhere

Our digital client portal means with just one login you’ll keep track of all your plans, policies and paperwork – and can securely message your dedicated adviser when it suits you.

Not sure if you need financial planning? Ask yourself these questions:

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Do I have a dream?

Financial planning isn’t just about being practical and sensible. It’s about having fun too. Dream big. We have your back.


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.


Do I have access to the best advice?

We offer decades of high-end financial expertise through Benchmark and are backed by Schroders. That’s two centuries of combined experience, connections and knowledge, all at your fingertips.

Need help answering these questions?

Our dedicated advisers are happy to help. 

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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.