Benchmark marks its 30th birthday

Benchmark Financial Planning is a multiaward-winning Chartered firm, the gold standard in financial advice. With experts across the UK, they have been helping individuals, families, and small business owners meet their aspirations and achieve peace of mind for over 30 years. Whether just starting out or nearing retirement, building a sound financial plan can help you achieve your goals, and the firm’s solutions are tailored to meet your unique requirements.

The firm was founded in 1993, and recently celebrated its 30th birthday with a special day of celebrations at its head office in Horsham and across its eight regional offices, including Maidstone.

Many of you may have known the company in the local area originally as Invicta IFA, a local practice working with individuals and businesses. much to our organisation. To deliver this project, we had to overcome numerous obstacles including judicial reviews and nutrient neutrality issues between gaining consent and being able to commence the build. In that four-year period, costs doubled.

Many of the original team are still with the firm, including Heidi Tresadern, Wealth Planning Director and Chartered Financial Planner, Samantha White, Chartered Financial Planner, and Laura Atkins, Mortgage, Protection and Equity Release specialist. And the team has continued to grow over the years, with Steve Kilfoyle and David Denne also joining the team.

In 2018, Benchmark partnered with Schroders, a FTSE100 firm with significant family ownership, providing security and stability for clients, staff, and support for the business to grow.

At its heart, financial planning is about making hopes real. About identifying what’s important to you and doing it.

“Whilst the Section 106 compelled us to spend £600,000 but with costs increasing, we funded the entirety of the project totalling £1.5 million. Whilst we had no obligation to do this, for us it was about doing the right thing to deliver a community project we’re incredibly proud of, in an area we live and work in as a team.”

“This centre will enable the builders of the future to learn how to deliver what we strive for in every project – a home to be proud of – and a home in which our customers feel safe and happy.”

Graham Razey, Chief Executive Officer of EKC Group, added: “As a Group, we are committed to addressing skills gaps and ensuring businesses have the talented employees they need to thrive, so we’re incredibly proud of the training centre at Hersden. The centre will support employers in the civil engineering sector, enabling them to access the skilled staff they need to continue to flourish and grow.

“The project marks the culmination of a lot of hard work over several years, and we are very appreciative of everything that Quinn Estates has done in delivering our new centre despite the escalating costs. It is important to recognise the massive social impact that this will have, giving young people the opportunity to build great careers in a growing sector.”

For more information visit www.quinn-estates.com www.benchmarkfp.co.uk

Whether that’s growing your business, giving back to your community, or planning for a comfortable retirement. Benchmark has been listening to clients for 30 years, and with the business going from strength to strength they plan to be here for at least 30 more.