How we can help

Case studies of how we have assisted other businesses

Technology - National firm seeking automation and platform consolidation

The challenge - Sandringham were using a mixture of technology that, whilst all individually market-leading, didn’t talk or connect to each other. There was a lot of time and effort spent on re-keying data and they needed to look elsewhere for a streamlined and joined-up solution.

Our solution - Benchmark Capital provided Sandringham with a fully integrated system that allows for compliance, case-checking, adviser alignment, visible live stream of all data in real time, accounting elements linked at a policy level and ultimately huge time savings. All the technology sits on one core hub and doesn’t rely on “stitching technology together”.

What they said – “The biggest ‘wow’ moment during our on-boarding to Benchmark Capital’s technology was the data migration. It took about two months to go from no usage whatsoever to full implementation of their systems. We’ve also finally got what we most desired - integrated case checking!”     Tim Sargisson, Chief Executive Officer

Regulation and compliance – New, medium-sized city firm looking for a long-term partner

The challenge - Finura were a member of a network that they felt didn’t deliver the support they needed for their clients. They also wanted to minimise risks in their business which meant working closely with a compliance team that understood their unique needs.

Our solution - Benchmark Capital introduced Finura to some existing clients and they were very impressed with what they saw. They found really inspiring and like-minded advisers with opportunities to network and share ideas which gave them confidence that joining was the right move for them. They liked the partnership approach of sharing ideas and focusing on achieving the best possible client outcomes.

What they said – “It’s fair to say that we were blown away by Benchmark’s technology in comparison to what we had before. But equally importantly, we share best practice across the group, and everyone benefits from that. We meet other forward-thinking advisers who have a good understanding of where the profession will be in five years’ time, and who help each other. It’s great to get such diverse perspectives and earnest discussion.”     Nathan Mead-Wellings, Managing Director

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Practice and client management – Single adviser business looking to grow

The challenge - Shaun Hart found that his income had peaked due to the slow processing caseloads with his existing provider. He’d got to a point where he couldn’t write anymore business unless he recruited more staff. He wanted to support more clients, mitigate business risk and focus his time on advising rather than administration.

Our solution – We provided Shaun with guidance, efficient processes and effective technology to develop his business towards his overall goals of growing his business and expanding his client base.

What he said – “For a firm of my size, Benchmark provided unbelievable opportunities for growth. What they offer is just so unique and so much better than what you can get elsewhere. Their client portal lets clients access their own information so all those calls I used to get, with valuation questions and various other small queries, are a thing of the past.  It just makes you so much more efficient.”     Shaun Hart, Owner

Succession Planning – Mature adviser practice looking for non-disruptive succession planning

The challenge - The business owners wanted to build a succession plan for their business with a like-minded partner who shared the same client-focussed priorities, ultimately aiming to pass the business on seamlessly in the future. They wanted a safe and secure pair of hands, for both their clients and their employees.

Our solution – We worked in partnership with the team to fully understand their processes and helped them identify how our technology solutions could help. This detailed work concluded with Benchmark Capital buying the business, re-branding it under our own IFA firm (Aspect8) and providing a secure retirement plan for the owners and a ready-made solution for passing their clients onto an award-winning and highly-regarded firm in the future.

What they said – “We care about the people we work with and about our clients, and at Benchmark Capital we’ve found colleagues who care about those people as much as we do. The technology is built and prioritised by an IFA, with an IFA’s perspective, not by a corporation or by software developers looking from the outside in. Benchmark didn’t push us to fully align from the get-go, we worked collaboratively. The alignment of our business was as much about common sense as it was succession planning."     Ray Bucknell, Shareholder