Our Client Guides

Welcome to our client guides page. This section helps you know more about the world of financial planning.

You’ll find a series of easy to read guides covering a variety of subjects relating to investments, pensions, estate planning and family protection. All will be updated as new thinking or regulation happens, and more will be added over time. Please see the summary of content for each below.

If any of the subjects prompt a need for expert advice, contact us now to find a Sandringham Financial Adviser near you.

Please note: These guides are for your information only and should not be considered financial advice. You should always seek appropriate professional advice before making any decisions regarding financial planning.