We can guide you to financial peace of mind.
of experience in investment advisory area
advisory client relationships
total client assets under our management
How we work
Our mission is to improve the quality of life for those who seek financial planning advice, and commit to working with us. We aim to be our clients' trusted financial adviser, to offer them a sounding board for their ideas, to challenge them to achieve their goals, to support them through difficult times, and to celebrate with them.
As a boutique financial advice firm we choose who we work with carefully. We make sure we're able to assist you in achieving outcomes that satisfy your long-term financial and personal goals before entering into a relationship, to ensure we're the right fit for you for a long-term partnership.
We have found Benchmark Strategic to be exactly what we have needed to manage our financial matters.
They have been extremely helpful, and very practical, in their advice on pensions, inheritance tax planning and investment strategies.
Just to say thank you for the time you obviously put into my strategies.
They listened to what I want to achieve for a secure retirement & have guided me towards a balanced investment plan.