Our Professionalism and Ethos

All of our Advisers across the UK are professionally qualified to provide expert financial advice on investments, pensions, mortgages, protection and estate planning.

Our advisers are supported by a team of qualified technical specialists and expert investment managers, as well as the very latest leading-edge technology.

Our ethos is simple. Because we understand you want to get the most out of life, we believe that our financial advice must match your aspirations by delivering the best outcomes.

Keeping things simple – We promise to provide simple and clearly explained advice which has been expertly researched. We’ll also arrange and implement our advice on your behalf.

Open and honest – Before you work with a Sandringham adviser you will be made fully aware of the processes we undertake and how we charge for the advice we provide – no hidden extras or unexpected costs.

Built around your needs – the financial plan we recommend and any on-going service we provide will be tailored to your specific needs – no off-the-shelf solutions.

We also believe in helping our clients to better understand the world of financial planning.