About

About Talk Money

Simplifying the complex

Talk Money are proud to be a trading style of Benchmark Financial Planning, a Sussex based award winning financial advice company. This means we provide the same service, with the same systems and staff whilst keeping our own local identity.

We take a great pride in what we do and  winning a relevant and credible adviser award is a fantastic way for us to demonstrate that we are excelling in our field.

Benchmark are proud to have won several coveted awards including winning Leading Adviser Business at the UK Platform awards for seven years in a row from 2013-2019. Please see our awards below.

We have access to market leading, award winning systems and financial products.

We believe that the only way to plan effectively is to seek to understand our clients own goals and desires. It is only when these goals are clearly understood that a full and complete financial strategy can put in place.


Many of our clients have been dealing with us for many years as they go through different phases of their lives.


From getting their first mortgage, to arranging pensions, building up savings and investing lump sums. Finally navigating the world of retirement income.

Our approach

Beyond ISAs and General Investment Accounts we operate a “whole of market” approach. We will always focus on finding the right solutions to meet your individual needs.  We adhere to the highest levels of professional conduct, ethical standards and specialist expertise.  We are members of the Best Practice IFA group which is authorised and regulated by the Financial Conduct authority.

To stay at the leading edge of financial advice we use a dedicated investment platform "Fusion" which has a high level of functionality to manage our clients’ investments. We have conducted extensive research on what is available in the market and concluded that the Fusion Wealth Platform provides the best means of delivering a proactive approach to managing our clients' portfolios. 

Free initial consultation

Please call us for an initial consultation at no cost to yourself.  At this meeting we will ascertain your needs and the work involved, we will then confirm the fees payable going forward should you wish to proceed with Talk Money.

UK Platform

Awards

Leading Adviser Business
Runner up 2020-2021

Money Marketing Awards

Advice Firm of the Year Finalist 2021



UK Platform Awards

Leading Adviser Business
Winner 2013-2019

Our Team

With more than 25 years of experience advising  clients,  our team is dedicated to providing a friendly and professional service. 

Claire Cook

DipPFS Certs CII (MP&ER)

Financial Planner  

Claire focuses on pension and investment advice.  Claire has more than 25 years  experience in the Financial Services industry.  

Paola Harper

Cert CII (MP)

Mortgage & Protection Adviser

Paola focuses on mortgage and protection advice. Paola has more than 20 years experience in the Financial Services industry.



Ron Young   

Administrator

Ron provides valuable administration support to the advisers, dealing with new business and ongoing administration of clients' plans.


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