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.
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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.
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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.
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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’.
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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.
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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 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:
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.
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.
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.