Benchmark Capital invests in specialist retirement planning firm - TRPP

Benchmark Capital, a leading provider of adviser solutions and part of the Schroders Group, is today announcing a majority stake in high-quality Chartered Financial Planning firm TRPP Wealth Management (Retirement Planning Partnership Ltd).

Benchmark and TRPP have worked together closely for several years and there is a strong cultural fit between the two businesses.

TRPP are experts in investment and retirement planning with an excellent reputation for their specialist pensions advice service. Benchmark Capital’s investment will provide scale and financial security to help drive further expansion of TRPP’s core services to a wider audience.

With offices in Hampshire and Dorset, the location of TRPP supports the expansion of Benchmark Capital’s footprint in the South of England and complements their existing office in Winchester.

David White, Group Managing Director of Benchmark Capital, said:

“Benchmark Capital has worked with TRPP for several years and there is a strong cultural fit between the two firms.

“It’s testament to the strength, stability and financial security of Benchmark Capital that we can continue to invest in the highest quality firms in the current uncertain environment.

“We continue with business as usual for our clients and have an un-wavering focus on delivering for them and on our own business objectives.”

Mike Caffyn, TRPP Director, said:

"Having worked closely with Benchmark Capital over several years I’m delighted that this development cements the values and vision we share for our respective businesses.

“We are excited to be working with David and his team and together we plan to go from strength to strength.

“The team at TRPP remains unchanged and there will be no change for our existing clients or staff. We see this investment as the next phase in our plans to deliver high quality retirement and holistic financial planning in the areas we cover.”

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