Benchmark seals deals with two more advisory firms

Bought 100% of Advison and 49% of Chartered Independent

Jenna Brown
clock • 2 min read

Benchmark has completed the 100% acquisition of Advison and taken a 49% stake in Chartered financial planning firm, Chartered Independent.

Benchmark said it acquired 100% of Milton Keynes-based Advison, which has been in operation for 20 years, and its owners would continue to serve their clients under the new ownership. The owners participated in Benchmark's practice buy-out programme and will remain in the business. Chartered Independent, in which Benchmark took a 49% stake, is an existing member of the business's advice network. The business will remain independent while utilising Benchmark's capital and infrastructure support. Benchmark managing director wealth Ed Dymott said: "We're delighted to welcome Advison t...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Companies

Inside a family MBO: How this adviser and his brother took over their father's firm

Inside a family MBO: How this adviser and his brother took over their father's firm

Sean Standerwick runs MLP Wealth alongside his brother

Isabel Baxter
clock 22 May 2026 • 1 min read
Ex-London Capital & Finance CEO jailed for breaching SFO restraint order

Ex-London Capital & Finance CEO jailed for breaching SFO restraint order

Michael Thomson jailed for six months

Isabel Baxter
clock 21 May 2026 • 2 min read
AAB Wealth acquires two advice firms

AAB Wealth acquires two advice firms

Jane Smith Financial Planning and BpH Wealth to join

Sophia Panayi
clock 21 May 2026 • 2 min read