Benchmark is today announcing the appointment of Tim Sargisson as ‘Managing Director, Financial Planning’ subject to FCA approval.
Tim will replace Peter O’Sullivan, who is retiring after a 36-year career in financial planning, the last 6 with the Schroders group.
Tim is a highly experienced leader and brings over 20 years’ experience in wealth and financial planning. He has a track record of building market-leading propositions, having been the former CEO of National IFA Sandringham Financial Partners Ltd.
At Sandringham, Tim identified Benchmark’s best-of-breed technology to drive efficiencies and deliver a great client and adviser experience. Tim will oversee Benchmark’s financial planning business as it continues to build a presence across the UK through succession planning options and organic growth.
Benchmark’s ambitions, award-winning solutions and long-term support from Schroders uniquely position the business for continued strong growth and an increasing national presence.
Ed Dymott, Managing Director Wealth, Benchmark, said:
“Tim will be a great addition to our team and I’m really looking forward to working with him to grow our financial planning business. We are rapidly growing our national footprint and Tim will now lead that part of our business.”
“Our proposition is resonating strongly in the market, and our financial planning business has provided over 40 firms options for their succession planning. We have our best-ever pipeline of advisers wanting to join Benchmark for a secure and long-term home for their clients through our succession planning options which include an exit into our financial planning arm.
I also wanted to thank Peter for his enormous contribution to the business over the last few years. Benchmark Financial Planning has been transformed into one of the largest financial planners in the UK and is set up strongly for future growth. I am also pleased that Peter has agreed to stay on in an advisory role as he works towards retirement.”.
Tim Sargisson, Managing Director, Financial Planning, Benchmark, commented:
“‘I’m really looking forward to joining Benchmark and working alongside the outstanding team there. Over the last seven years, as their client, I’ve worked closely with them and seen first-hand their professionalism and commitment to the adviser community and the delivery of excellent client outcomes through the power of technology. To now be part of that is something special.”
Benchmark is an award-winning[1] wealth management company that provides a range of technology, platform, investment and network solutions to financial advisers. Today, the business supports over 1,000 financial advisers and its platform manages over £18 billion in assets.[2]
Benchmark’s award-winning solutions are a key pillar of Schroders’ retail wealth growth strategy in the UK.
[1] 2022 Best Network, Money Marketing Awards, 2022 Best Wealth Management Platform, UK Platform Awards.
[2] As of 31 March 2022