Benchmark Capital has acquired Kennedy Independent Financial Advice, enhancing its presence in Northern Ireland and aiming to create a central hub in Derry.

Information on the Target

Kennedy Independent Financial Advice (KFA) is a reputable financial advisory firm based in Northern Ireland, known for its personalized approach to client relations and long-term financial planning. KFA has built a strong foundation through its commitment to delivering quality advice that aligns with clients' long-term goals, ensuring stability and security for both clients and staff alike.

As part of a strategic move to enhance operational capabilities, KFA's team is set to join Benchmark Financial Planning, a subsidiary of Schroders. This transition will not only provide KFA's staff with access to Benchmark's technological resources but will also allow them to better serve their clients within a new and improved support framework.

Industry Overview in Northern Ireland

The financial advisory sector in Northern Ireland has shown significant growth over recent years, driven by a rising demand for personal financial planning and investment advice. As mor

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Benchmark Capital

invested in

Kennedy Independent Financial Advice

in 2023

in a Corporate VC deal

Disclosed details

Transaction Size: $111M

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