Benchmark Financial Planning

Introduction to Benchmark Financial Planning

Benchmark Financial Planning is a financial services company located in Winchester, England. The company was founded with the purpose of helping individuals and businesses achieve their financial goals. With a team of experienced financial planners, Benchmark Financial Planning offers personalized advice and guidance to clients. What makes this company unique is its commitment to building long-term relationships with clients and providing ongoing support as their financial needs evolve.

Services & products

Benchmark Financial Planning offers a range of financial advising services to clients, including retirement planning, investment management, estate planning, tax planning, and insurance planning. Their financial planners work closely with clients to develop customized financial plans that align with their specific goals and priorities. Additionally, the company provides access to a variety of financial products, such as mutual funds, exchange-traded funds, and annuities.

Location

Benchmark Financial Planning is located in Victoria Gate, a bustling area in Winchester that is home to a variety of businesses, including restaurants, cafes, and shops. Customers can expect to experience a vibrant and dynamic atmosphere in the area. The company is conveniently located near several public transportation options, including the Winchester railway station (0.6 miles), the Winchester bus station (0.4 miles), and the Winchester taxi rank (0.2 miles).

Benefits

Customers should choose Benchmark Financial Planning for its personalized approach to financial advising. The company's financial planners take the time to understand each client's unique financial situation and goals, and develop customized plans to help them achieve their objectives. Additionally, the company offers ongoing support and guidance to clients as their financial needs evolve over time.

Good to know

Customers should be aware that Benchmark Financial Planning charges a fee for its services, which is based on a percentage of assets under management. However, this fee structure ensures that the company's financial planners are incentivized to act in the best interests of clients.

Reviews

Customers have praised Benchmark Financial Planning for its knowledgeable and attentive financial planners, who provide personalized advice and guidance to clients. Clients have also appreciated the company's commitment to building long-term relationships and providing ongoing support as their financial needs evolve.