Company description

As an award-winning wealth management business, we empower advisers throughout every stage of their business lifecycle, starting-up, running efficiently, growing successfully, and planning a smooth exit. We’ve also been helping individuals find peace of mind since 1993, through our own financial planning business. 

Headquartered in Horsham, West Sussex, Benchmark has £17 billion of assets on its proprietary platform and £4.5 billion in model portfolio solutions on behalf of over 1000 financial advisers (as at 30.09.22) and employs 450 staff.

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Services available

Our unique platform combines all the tools, services and resources you need into one easy to use package. Our tech supports the end-to-end journey, not just single steps along the way, giving you and your clients a seamless experience for greater peace of mind. We put the power in your hands. Access a wide range of funds, wrappers, trades and anything else you might need, all instantly available to you. We’ve also won ‘Best Wealth Management Platform’ at the UK Platform Awards three years in a row, as well as achieving a Defaqto 5 Star Rating.