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Benchmark Financial Planning

Member since July 2024

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Accounting / Financial Services

Services

  • Planning for Businesses and Business Owners
  • Pensions Planning pre and post retirement planning
  • Investment Advice and planning
  • Inheritance Tax Planning
  • Mortgages and Protection
  • Later Life Planning, Care Fees and Equity Release

Benchmark Financial Planning is a multi-award-winning Chartered firm, the gold standard in financial advice. With experts across the UK, we’ve been helping small businesses and individuals meet their aspirations and achieve peace of mind for over 30 years. Whether just starting out or nearing retirement, building a sound financial plan can help you achieve your goals and our solutions are always tailored to meet your unique requirements. With local offices in Horsham and Brighton, we support clients across the South-East to achieve their dreams.

 

No-one knows exactly what the future holds. But expert financial planning gives you the confidence to go after your goals – knowing you’re ready for anything. Benchmark Financial Planning supports small business owners, individuals, and solicitors & accountants in Horsham and across the South-East with award-winning bespoke financial planning, wherever you are on your journey.

 

Research shows that people who work with an adviser are likely to get more value from their money than those who go it alone. And our clients tell us we’ve helped them dream bigger and go further than they thought possible. Buying a first home, selling a business or about to retire, we’ll be right beside you. And we’re one of only a small number of 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 part of Schroders group, one of the most widely respected asset and wealth managers in the world – so you can expect centuries of stability and security behind you. Including a level of security to protect your data you’d normally only find at a FTSE-100 firm.

 

Dream bigger. Go further. That’s the Benchmark difference.

 

benchmarkfp.co.uk


Awards and Accreditations

Contact us

Broadlands Business Campus, Langhurst Wood Road, Horsham, West Sussex, RH12 4QP

benchmarkfp.co.uk
01403 331433
Katharine Davis
Wealth Planning Director
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