About Benchmark Capital Group Ltd.
<p>Built around proprietary planning technology backed by Schroders, Benchmark Capital Group Ltd. works with advisers and clients across the UK on structured financial planning and retirement-related advice.</p> <p>Founded in 2015, the firm is headquartered in Horsham, West Sussex in the South East England/London commuter region. It reports $32.5B in AUM (2026).</p> <p>Benchmark Capital provides <a href="/plan-advisors">plan advisor</a> services, including 3(21) fiduciary support where an adviser shares fiduciary responsibility for plan recommendations while the sponsor retains final decision-making authority. Its approach is built around in-house tools and processes intended to keep planning work consistent and easier to run day to day.</p> <p>What sets Benchmark apart is its combination of an adviser platform and proprietary solutions under the Schroders umbrella, aimed at helping firms standardize how they deliver advice.</p> <ul> <li>Financial planning and advice for individuals and business owners</li> <li>3(21) fiduciary services for retirement plans</li> <li>Proprietary planning technology and adviser platform</li> <li>UK-wide client service from Horsham, West Sussex</li> </ul>
Website: https://www.benchmarkcapital.co.uk/en-gb/uk/local/
Founded: 2015
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $32.5B