'Innovative' Benchmark targets client-centred growth

Good client outcomes must be ‘core focus’ for advice firms

Sahar Nazir
clock • 2 min read

Benchmark has been on a path of innovation and growth that “sets it apart” from traditional financial planning firms, according to newly appointed managing director Tim Sargisson.

Speaking to Professional Adviser, Sargisson commended Benchmark's collaborative effort between advisers and their clients to develop enhanced services and outcomes. "Advisers must ensure that good client outcomes are the core focus of their firm," he said. "Benchmark comes with significant oversight, governance, and risk management. Advisers must support client outcomes, and make sure their clients feel safe. By working with Benchmark, advisers know that we would not do something detrimental to their clients," Sargisson said. "We understand where the risk bar sits for us, and we ar...

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 Your profession

'It's time to redefine communications in financial advice'

'It's time to redefine communications in financial advice'

Client interactions ‘outdated’ due to inadequate technology

Sahar Nazir
clock 17 July 2024 • 3 min read
Pension Schemes Bill announced in the King's Speech

Pension Schemes Bill announced in the King's Speech

New legislation announced after 2024 state opening of parliament

Martin Richmond
clock 17 July 2024 • 2 min read
Vanguard unveils advisory centre to support investors

Vanguard unveils advisory centre to support investors

The Advisory Research Centre will support investors across Europe

Sahar Nazir
clock 17 July 2024 • 1 min read