How we help you?

We follow the tried and tested formula designed to help us fully understand what you need, and the best way to achieve it. Our four-stage process is what we like to call the ‘Sandringham Way’.


  • Discovery & assessment – to find out more about you and your needs.
  • Research & recommendation – to make certain our suggested financial plan meets your objectives.
  • Implementation – to make sure your plan is both agreed and made ‘live’ in a hassle-free way.
  • Review & administration – to ascertain if changing market conditions or personal circumstances require a shift in thinking.

What does it mean to be a client of Sandringham?

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