Good News Friday – Benchmark Financial Planning announced ad our latest Londonderry Chamber Corporate Partner

Benchmark, part of the Schroders group, identified significant business opportunities in the North West with the purchase of Waterhouse Financial Planning last year, establishing a firm foothold in the region. The company continues to grow and consolidate its position as a top financial planning firm with a hugely dedicated and experienced team.  Benchmark is focused on supporting high-quality financial planning firms at every stage of their business, from starting up, running more efficiently, accelerating their growth and ultimately planning for succession.   Benchmark and Waterhouse see significant growth opportunities in Northern Ireland and is committed to building its presence in Derry, as well as looking at further expansion in the region. Benchmark has already invested in new offices in Derry to support recent growth and to provide an opportunity to further build the local team and expand the business.  “We knew that Benchmark had a real focus on quality and building long-term relationships” said Tom Leonard, former Waterhouse managing director “they had supported us with technology and compliance services, so it seemed like the natural next step.”   Sinead Meenan, Wealth Planning Director, leads the firm’s financial planning practice while Tom Leonard focuses on bringing other planners with existing businesses into the group to take advantage of the technology, and practice management support that Benchmark provides. The company have recently welcomed Kennedy Independent Advice as the latest firm to recognise the benefits that being part of a wider group could bring. The leadership team has plans to add more firms to Benchmark, to strengthen its base in Derry and support growth and development of chartered financial planning in the wider North West region.   We are thrilled to welcome Benchmark to the Chamber network and grateful for their support.   For more information, visit www.benchmarkfp.co.uk or get in touch at 02871878770