Eversheds Sutherland advises Benchmark Financial Planning (a Schroders Group company) on the acquisition of the IFA firm, Champain Financial Services Limited

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Eversheds Sutherland advises Benchmark Financial Planning (a Schroders Group company) on the acquisition of the IFA firm, Champain Financial Services Limited

December 18, 2023

United Kingdom
United Kingdom
United Kingdom
We are pleased to have advised Benchmark Financial Planning (a Schroders Group company) on the acquisition of the IFA firm, Champain Financial Services Limited. The acquisition brings £111m in client assets to Benchmark which operates as one of the largest financial planners in the UK.
Champain has been an appointed representative of Benchmark's advice network and has been using Benchmark's technology, including the integrated practice management, platform and client portal since 2011.

The multi-disciplinary team was led by members of our Financial Services M&A team, Ankit Chhabra with support from Emma Jones.

Legal Director Ankit Chhabra said: “We are delighted to have assisted the Benchmark team on their successful acquisition of Champain Financial Services Limited. This deal and our continuing relationship with leading player like Benchmark is a testament to our Financial Services M&A team’s capabilities in delivering on successful M&A transactions within the wealth and financial advisory space."
The materials on the Eversheds Sutherland website are for general information purposes only and do not constitute legal advice. While reasonable care is taken to ensure accuracy, the materials may not reflect the most current legal developments. Eversheds Sutherland disclaims liability for actions taken based on the materials. Always consult a qualified lawyer for specific legal matters. To view the full disclaimer, see our Terms and Conditions or Disclaimer section in the footer.

Services

Key contacts

ankitchhabra@eversheds-sutherland.com

Ankit Chhabra

Partner

United Kingdom

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Emma Jones

Associate

United Kingdom

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