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.

Make it happen

Some people think financial planning is complex. But at its heart, it’s just about making things possible. Whether that’s a comfortable retirement, your child’s education or a special celebration, there are ways to achieve every dream – step by step.  

Income icon blue

Take control

Ever had the sense of time or money slipping away? Now is a great time to be rid of that feeling. Take control of your future. See how good it can be.

Icon_Thumbs up

Get the best advice

ISAs, annuities, bonds… Choosing what works for you can get overwhelming. Which is why you’ll have a dedicated adviser from day one – backed up by a team focused on your goals.


The Benchmark difference

We like to think we’re a bit different to our peers. Maybe it’s because we’re part of the Schroders family, with centuries of experience to draw on. Or maybe it’s because we see the whole ‘you’.


Face-to-face or virtual

People need people to talk to, not just apps. No need to choose, though – we do both. We’ll do it your way.


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.


Maximum security

Your personal 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 these questions:

Icon_Prussian Blue_64x64_Plane

Do I need a better retirement plan?

Most of us have retirement dreams – travel, leisure, a house full of grandchildren, whatever it happens to be. But do you have the best plan in place to make that dream a reality? It might be worth giving your pension the once-over.

Icon_Prussian Blue_64x64_Real estate securities

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 make sure your loved ones are secure.

Icon_Prussian Blue_64x64_Team

Do I have access to the best advice?

We’ve offered high-end financial expertise for decades – and we’re backed by Schroders. Beyond that, our clients tell us there’s nothing else quite like the insight, support and cutting-edge technology we bring to the table to help them go further than they ever thought possible.

Need help answering these questions?

Our dedicated advisers are happy to help.

What can we help you plan for?

Slide 1 of 6

Get more from Benchmark

Slide 1 of 3

More to explore

Slide 1 of 2

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.