Wealth Platform

Your financial plans, all in one place

Your financial adviser will give you access to the Wealth Platform. Once set up, both you and your adviser can log in at any time to check how your investments are performing, prepare for a meeting, or generally review your financial plans. 

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It’s designed to keep you fully informed, giving you access to the information you need to ask the questions that really matter and make valuable plans for the future.

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With our Wealth Platform you can:

Here’s a short introduction to the Sandringham Wealth Platform to get you started: