Our 2023 Platinum Sponsor: Benchmark Financial Planning
Theatre and the arts suffered severely during the pandemic. That’s why we’re supporting Brighton Open Air Theatre for the 3rd year in a row. It’s been a pleasure to watch the local community embrace the wide programme of events, growing the theatre to become one of the UK’s premier outdoor performance spaces.
Who are we
We’ve been guiding our clients to go beyond their goals for decades. And we’re one of only a small number of financial planning firms with Chartered status. That means we’ve staked our reputation on putting you first by meeting the highest professional standards and always staying impartial.
We’re here to help
Whether you’re just starting out or nearing retirement, building a sound financial plan can help you achieve your goals. Our solutions can be tailored to meet your unique requirements.
Step one isn’t talking to you. It’s listening to you. Tell us where you want to go, and we’ll help you lay out the path. We’re here to help your dreams become reality.
Investments are as much about time as timing. Getting the balance right – especially when going it alone – can be daunting. But not with us by your side.
Sunny days with your grandchildren. Endless travel. A lasting legacy. We’ll help you achieve your dream retirement – and more.
We don’t just find the best available deal for you. We look after everything from navigating the paperwork to protecting you and your home with the right policies.
Protection and Insurance
No one likes thinking about life’s big, unpleasant ‘what ifs’. That’s why we build bespoke solutions to protect your most precious people and assets.
Passing on your wealth
You worked hard for your money, we can help you make sure it keeps working hard for your loved ones when you’re gone. So you can relax and get on with the rest of your life.
Big changes mean big choices
Buying your first home. Starting a new venture. Getting married – or divorced. We’re privileged to help people at some of the biggest moments of their lives, both good and bad. And we make sure that even when life isn’t plain sailing, there’s a steady pair of hands at the helm.
A wide range of services, one dedicated team
At different times, you might need very different products or services. For instance, you might need us to scour for the best mortgage deals – but also think about life insurance to safeguard your family’s home in case anything happens to you. Or perhaps you’re growing a business and are worrying about contingency plans in case you suddenly have to stop working. You can’t cover absolutely all your bases alone – and you shouldn’t have to. All you need to do is let your team know what’s happening in your life, and they’ll take it from there.
Keep an eye on how your money’s doing any time
You’ll find all your plans, policies and paperwork under a single login. So you can check how your savings and investments are doing or grab an important document any time, any place. And your personal data is safely locked down in our technical hub under the kind of security you usually only find in FTSE 100 firms.
Reach your team however you want, whenever you want
You can always drop your adviser a line over our secure client portal. But we know people need people too (which is why we’ve won awards for the way we look after our clients). Just let us know if you’d like a virtual chat or to meet over coffee – it’s up to you.
What happens next
We’ll have a first meeting
You’ll always have your own dedicated adviser, and you can meet on your terms – over a coffee or on a call. Whatever suits you. Just come ready to talk about your goals and ambitions. And prepared to hear that you could dream even bigger than you think.
Then we’ll do what we call ‘Discovery’
That means we’ll go into fact-finding mode. We’ll ask for all your financial information: incomings, outgoings, savings, investments. Then, backed by a team focussed on your interests, your adviser will get to work creating a plan – and combing the markets for the right opportunities for you.
After that, we’ll present your plan
You’ll sit with your adviser again and hear what they think will work for you, and why. All our advisers give impartial, objective advice – so you’ll only hear what they think is best for you. And when you’re happy, they’ll put it all into action for you too.
And we’ll keep in touch regularly
Goals change as you go through life – and we’ll be here to help your plans change with them. Your adviser will give you regular updates, including an annual review. And they’ll get you on board our easy-to-use client portal so you can check how your money’s doing any time.
See what’s behind the Benchmark difference
A close personal relationship with your own dedicated adviser. And award-winning service that sets the bar for the industry. The best of both, with no compromise.
Important Information: The value of investments may go down as well as up and investors may not get back the amounts originally invested. 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.
If you would like to discuss sponsorship, please contact Tanya on email@example.com