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...

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