Benchmark buys 32-adviser Swindon Planner

Schroders’ Benchmark Capital arm is to acquire 32-adviser, £755m AUM Swindon-based Unique Financial Planning.

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Schroders’ Benchmark turns to former Sandringham CEO

Schroders-owned adviser acquisition firm Benchmark Capital has hired former Sandringham Partners chief executive Tim Sargisson as the new managing director of its Financial Planning arm.

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Benchmark buys second NI adviser firm

 

Schroders-owned adviser acquisition firm Benchmark Capital has acquired Chartered Financial Planners Kennedy Independent Financial Advice (KFA) in Derry to expand its presence in Northern Ireland.

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Benchmark takes stake in West Midlands Chartered Planner

Benchmark Capital has acquired a 49% stake in West Midlands-based Chartered Financial Planning firm Chartered Independent.

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