Eversheds Sutherland advises Benchmark Financial Planning (a Schroders Group company) on the acquisition of the IFA firm, Champain Financial Services Limited
December 18, 2023
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 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."
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