Benchmark Financial Planning
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 Derry and across the North-West 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.
Wealth Planning Director
Tel: 02871 921846