Craig Pimblott
Founding Partner
Having worked in financial services my entire career and with over 15 years of advising experience, I understand that you want to secure and grow your hard-earned money. I am driven to help you achieve your financial goals in a way that is best suited to your specific needs. As a Sandringham Founding Partner I am able to use a four-stage planning process and their cutting-edge client service technologies to enable me to understand your specific needs and requirements in the most appropriate way.
Your personal circumstances are ever changing, and everyone’s needs are different but one thing we all understand is that your time is precious – the time you spend with your family, the time spent doing all the things you love, and the times in the future when longer term aims, and ambitions become reality. My being able to deliver advice on Mortgages, Retirement Planning, Investments & Protection policies in a straightforward and transparent way allows you to understand your financial circumstances.
As a client, you will have the option of access to Sandringham’s Wealth Platform Client Portal which will give you 24/7 online access to your financial information. The platform provides an efficient and convenient way to view and monitor your investments, plans, policies and other assets and gives you access to extensive portfolio information, all from one screen.
Please feel free to contact me if you would like to know more about the financial advice and the range of services that I can offer you, I will respond back to you as soon as I can.
At Sandringham we can’t predict what’s to come, nor can we make guarantees about future outcomes. What we can do however, is to use our skills to maximise the chances of you achieving your aims and goals.
Areas of expertise
Creating a comprehensive estate plan to deal with your assets and provide for your loved ones after your death is a critical task that you should ensure you undertake.
Preventing your assets from ending up with unintended beneficiaries, protecting your family and children, stopping heirs overpaying taxes and eliminating potential family disagreements on death are clearly very important.
Therefore, careful planning well in advance should be considered to ensure that potential oversights are not made, and I am able to assist you with this.
If you want your assets and your loved ones protected when you no longer can do it, you will need an estate plan.
Creating and maintaining the right investment strategy plays a vital role in securing your financial future. Whether you are looking to invest for income or growth, improve the return on your savings, growing the value of your money for a specific purpose, or putting money aside for a rainy day.
I am able to offer you a range of solutions, combining our selection of funds, with our product wrappers, support and service.
Getting a mortgage can be one of the biggest financial decisions you will ever have to make, they can come in many shapes and sizes and can be complicated, so it’s crucial to get this right. Whether you’re a first-time buyer, moving on, downsizing, or even buying a second home.
I will work with a range of carefully selected lenders to get you the mortgage which suits you best and ensure the whole process runs smoothly.
Most people just don’t save enough to achieve the level of retirement income that they need. Pensions can be seen as long-term investments, so it is important to decide how best to maximise your income in retirement, or where to invest a lump sum.
I can help you decide how much extra money you need to save, and where to invest it and the various options you have available.
Protecting your income should be taken very seriously, given the limited government support available. I can help you arrange the right solution to meet your overall protection and financial planning strategy, to help protect you, your family and your lifestyle.
