For individuals

Some firms offer a service. We offer a promise. We know that every one of our clients is unique – we’ll look at the big picture, and find what’s right for you.

What we do for you

You might be buying your first home or about to retire. Along the way, you’ll want to make sure your loved ones have everything they need. As you navigate life’s journey, we’ll be right beside you. 


See how good it can be.

Discover the Benchmark difference. 


Achieve your dreams

Whether it’s a nest egg for the future or a paragliding holiday, we’ll help you reach your financial goals.

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Prepare for every scenario

Life is full of surprises. We take some of the worry away so you can rest easy, knowing you've planned ahead for almost anything.


Face to face or virtual

People need people, not just apps. No need to choose, though – we do both. You’ll have digital apps and a dedicated adviser to help.


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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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.

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Sit back and enjoy

Life isn’t all about hard work. Let our chartered firm of experts take care of you. You’ll notice the difference.

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


Do I have a retirement plan?

Picture yourself with your toes in the ocean, the breeze in your hair. You’ve provided for your family and foreseen any problems. Yes, this could be you – with a little planning.

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Have I protected my family?

That surprise event that eats up your savings. That business news no one wants to hear. These things can happen to all of us. When life throws a curve ball, we help make sure your loved ones are secure.


Is there something I’ve always wanted to do?

Financial planning isn’t just sensible. It can also be about fun. From that fiftieth wedding anniversary to a dream trip to Antarctica, we’ll help get you there.

Need help answering these questions?

Our dedicated advisers are happy to help. 

What can we help you plan for?

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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.