Ian G Pass

Employer firm

Benchmark Financial, LLC CRD 297443

$132M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2026 → Present
  Deel Us Llc
  Wilmington, DE
• 03/2023 → 05/2026
  Kpmg Uk Llp
  London
• 01/2022 → 03/2023
  Anglian Water Services Limited
  Huntingdon
• 05/2017 → 01/2022
  Willis Towers Watson
  London
• 04/2015 → 05/2017
  Willis Towers Watson
  Philadelphia, PA
• 06/2026 → Present
  Benchmark Financial, Llc
  Wilmington, DE

Other Businesses

1.) Deel US LLC; Not Investment Related; Wilmington, DE; Consultancy; Senior Principal; Provides economic consulting to UK regulated utilities; Start Date 06/2026; Approx. 150 hours/month devoted with all hours during trading hours

Designations

• Chartered Financial Analyst