Benchmark acquires West Sussex IFA adding £111m in client assets

The financial planning services provider, which is part of the Schroders Group, said the acquisition is expected to support its business expansion across the UK. Champain is based in Haywards Heath, West Sussex. The IFA has been using Benchmark's technology including the integrated practice management, platform, and client portal since 2011. Benchmark said the existing partnership "helps lay a solid foundation for a smooth transition and integration, with full alignment to Benchmark Financial Planning taking place over the next 12 months". Benchmark wealth managing director Ed D...