Benchmark Capital has reached an agreement to acquire Swindon-based Unique Financial Planning (Unique FP) in a deal which adds £755m in assets under advice.
Unique FP, currently part of the Openwork network, has 32 advisers across five offices in the south of England and £755m of client assets under advice. The firm is set to join Benchmark's portfolio of 175 advice firms but will continue to operate independently while being supported by Benchmark's technology and training and development. Benchmark wealth managing director Ed Dymott said: "Unique has built their practice over the last 30 years and have established itself as one of the most trusted businesses in its regions. "We see strong alignment in Unique FP with our client focus,...
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