Unique Financial Planning
Unique Financial Planning is a UK-based financial advisory firm serving individuals, business owners, and trustees with financial planning, pensions, mortgages, and investment management, now integrated into Benchmark Financial Planning (Schroders-owned).
- Company typePrivate
- Founded-
- HeadquartersWatchfield, United Kingdom
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Unique Financial Planning does
Unique Financial Planning is a UK-based financial advisory firm providing mortgage, pension, financial planning, investment management, protection and insurance, and corporate services to individuals, business owners, trustees, and professional advisers (solicitors/accountants). Its primary customer segment is individuals seeking comprehensive financial planning, retirement planning, wealth protection, and inheritance planning. The firm was originally focused on mortgage and pension planning but has since expanded its service scope following integration into Benchmark Financial Planning.
Operational integration with Benchmark Financial Planning is the defining structural feature of the business. Benchmark is an award-winning Chartered financial planner and is 100% owned by Schroders, a globally recognised asset and wealth manager. Both Unique Financial Planning and Benchmark operate as Appointed Representatives of Best Practice IFA Group Limited, which is authorised and regulated by the Financial Conduct Authority (registration number 223112). The firm employs 11–50 staff and is based in Watchfield/Horsham, United Kingdom, with the regulated registered office at Broadlands Business Campus, Langhurst Wood Road, Horsham, West Sussex, RH12 4QP.
The business model is a fee-based, people-led advisory proposition. The firm uses a WealthPlatform client portal for secure account access and management, and acquires clients through direct advisory relationships, professional referrals from solicitors and accountants, and content marketing (insights, newsletters, guides, webinars, budget/tax updates). Specific pricing schedules, client counts, AUM, and revenue figures are not disclosed. The founder is Stewart Williams, serving as Principal, CEO & Founder.
Unique Financial Planning firmographics
Firmographics- Name
- Unique Financial Planning
- Legal name
- Unique Financial Planning
- Website
- https://uniquefinancialplanning.co.uk
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Unique Financial Planning is a UK-based financial advisory firm serving individuals, business owners, and trustees with financial planning, pensions, mortgages, and investment management, now integrated into Benchmark Financial Planning (Schroders-owned).
- Ownership category
- akta.pro rank
Unique Financial Planning industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive Financial Planning (FSAEAAAA)
- akta.pro secondary industries
- Financial Planning–Led RIAs (FSAAACAB), Business Owner & Executive Financial Planning (FSAEAAAO)
Keywords
Where Unique Financial Planning is headquartered
LocationHeadquarters
- HQ city
- Watchfield
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
Unique Financial Planning business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Distribution channels2 records
Marketing channels5 records
Unique Financial Planning product offering
Product offeringCore offering
Unique Financial Planning is a UK financial advisory firm that delivers financial planning, investment management, pensions, mortgages, protection and insurance, and corporate services to individual clients, business owners, trustees, and professional advisers. Following its integration into Benchmark Financial Planning (itself owned by Schroders), the firm offers clients a wider range of services backed by the financial strength of Schroders, with advice and account access delivered through direct adviser relationships and the WealthPlatform client portal.
Product overview
Unique Financial Planning (now part of Benchmark Financial Planning) operates as a financial advisory firm offering a unified suite of financial planning services. The core offerings include Financial Planning, Investment Management, Pensions, Mortgages, Protection and Insurance, and Corporate Services. Following its integration into Benchmark Financial Planning, the firm leverages the financial strength of Schroders and maintains its existing team and service delivery while expanding its service capabilities.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Comprehensive financial planning services to help clients achieve their financial goals, including retirement planning, wealth management, and life change support.
- Investment Management Professional investment management services delivered through Benchmark's association with Schroders, giving clients access to global asset management capabilities.
- Pensions Pension planning and retirement solutions to help clients secure their financial future.
- Mortgages Mortgage advisory and arrangement services for property financing needs.
- Protection and Insurance Protection and insurance solutions to safeguard clients and their families.
- Corporate Services Financial services tailored for business owners and corporate clients.
Companies that use Unique Financial Planning
Customer profileSegments4 records
Ideal customer profiles3 records
Unique Financial Planning technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Unique Financial Planning partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Best Practice IFA Group LimitedcoreBoth Unique Financial Planning and Benchmark Financial Planning are Appointed Representatives of Best Practice IFA Group Limited, which is authorised and regulated by the Financial Conduct Authority (FCA registration number 223112). This regulatory partnership enables the delivery of regulated financial advice.
- Benchmark Financial PlanningcoreUnique Financial Planning has integrated into Benchmark Financial Planning, an award-winning Chartered financial planning firm. This integration provides certainty and security for clients and staff while enabling a greater range of services with the financial strength of Schroders behind it.
Scale indicators2 records
Recent moves6 records
Expansion highlights4 records
Unique Financial Planning competitors and assessment
Company assessmentDirect peers
- Rathbones Group: UK-listed wealth manager providing bespoke financial planning and investment management to private clients, charities and trustees. Overlaps directly with Unique's individual and trustee segments and discretionary investment management proposition.
- Evelyn Partners: UK wealth management and professional services firm (formerly Tilney and Smith & Williamson) offering financial planning, investment management, tax and corporate services to HNW individuals and business owners — directly comparable multi-service UK advice proposition.
- Quilter: UK wealth manager with a large IFA and platform business serving individuals with financial planning, investment and pension solutions. Comparable on customer base, regulated advice model, and integrated financial planning offering.
- Brewin Dolphin (RBC Wealth Management UK): UK wealth manager providing discretionary investment management and financial planning to private clients, intermediaries and charities. Comparable client mix (individuals, trustees) and integrated planning-led proposition.
- JM Finn: UK wealth manager providing discretionary investment management and financial planning to private clients and intermediaries. Closely comparable on discretionary portfolio management and individual-client focus.
- St. James's Place: UK's largest wealth management network built around a tied adviser model offering financial planning, investments, pensions and protection to individuals and business owners. Most directly comparable business model and target customer to Unique Financial Planning.
- Killik & Co: Independent UK financial advisory firm offering financial planning, investment management, tax and inheritance services to individuals. Comparable boutique-style advice model targeting individuals and business owners.
Broad incumbents
- Schroders Wealth Management: Parent group's broader UK/international wealth division offering discretionary investment management and financial planning to HNW/UHNW clients, family offices and charities. Wider mandate and broader geography, but the same ultimate owner of Unique Financial Planning's parent platform.
- Coutts: UK private bank and wealth manager (NatWest Group) serving HNW individuals with banking, financial planning, investment management and mortgage services. Overlaps on multi-service proposition to affluent individuals but operates at a much larger scale.
Regional players
- Hargreaves Lansdown: UK's largest direct-to-consumer investment platform offering pensions, ISAs, funds and investment research to retail clients. Not a direct advice competitor, but competes for the same mass-affluent UK households through a digital, lower-cost model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Unique Financial Planning social profiles
Digital presenceUnique Financial Planning compliance and trust
Trust signalCompliance2 records
Unique Financial Planning financial estimates
Financial estimateRevenue estimate
Valuation estimate
Unique Financial Planning leadership team
Management profileNumber of profiles
Profiles1 record
Unique Financial Planning funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Unique Financial Planning M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Unique Financial Planning
What does Unique Financial Planning do?
Unique Financial Planning is a UK financial advisory firm that delivers financial planning, investment management, pensions, mortgages, protection and insurance, and corporate services to individual clients, business owners, trustees, and professional advisers. Following its integration into Benchmark Financial Planning (itself owned by Schroders), the firm offers clients a wider range of services backed by the financial strength of Schroders, with advice and account access delivered through direct adviser relationships and the WealthPlatform client portal.
Is Unique Financial Planning a public or private company?
Unique Financial Planning is a private company. It is classified as corporate owned and is currently operating.
When was Unique Financial Planning founded?
Unique Financial Planning was founded in -1. It employs 11 to 50 people.
Where is Unique Financial Planning based?
Unique Financial Planning is headquartered in Watchfield, United Kingdom, in the Europe region.
Who are Unique Financial Planning's main competitors?
Direct peers on record are Rathbones Group, Evelyn Partners, Quilter, Brewin Dolphin (RBC Wealth Management UK), JM Finn, St. James's Place and Killik & Co. Broad incumbents are Schroders Wealth Management and Coutts. Hargreaves Lansdown is listed as a regional player.
Does Unique Financial Planning have an API?
No public API is recorded for Unique Financial Planning.
What industry is Unique Financial Planning in?
Unique Financial Planning's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.