Protecting my family

It’s never too early to plan for peace of mind. We’ll help you meet family goals and work out how to look after your loved ones both while you’re here and after you’ve gone.

Here from insurance to inheritance

Financial planning for your family takes care of a lot of the ‘what ifs’. Like how do you cover mortgage payments and school fees if you suddenly need to stop working?  We’re also there for the ‘what’s next’. Like how to make sure your loved ones aren’t faced with an unexpected tax bill after you’re gone. 


Think ahead

A pension gets more valuable the longer you have it. Some legal arrangements like powers of attorney need early action. We’ll take the long view so you can have peace of mind knowing everything’s in order.

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Close the advice gap

Research shows that 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 bespoke client platform 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. We’re serious. Dream big. We have your back.

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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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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. 

Get more from Benchmark

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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.