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Benchmark Financial Planning Limited investment portfolio

Benchmark Financial Planning Limited has made numerous investments in companies such as Caroline Banks & Associates, Cubat, and Cusack Financial Management within the Fintech & Financial Services sector.

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Portfolio
11
Team
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Portfolio (11)

CompanySectorCitySourceLast confirmed on
Caroline Banks & Associates Limited
CAROLINE BANKS & ASSOCIATES LIMITED provides independent financial planning and wealth‑management services, offering holistic advice to help clients build, protect and pass on their wealth. The firm specialises in technical financial planning, trusts and estate planning, and works exclusively with clients referred to them.
Fintech & Financial ServicesHorshamConfirmed2026-07-22
Champain Financial Services LimitedFintech & Financial ServicesColchesterConfirmed2025-08-17

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Shareholding changes (7)

Benchmark Financial Planning Limited's positions across portfolio companies
2026

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Ownership Chain

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