Wealth Platform Login

Gary Pearson

Founding Partner

I have 20 years of experience in financial services, providing advice on Savings and Investments, Retirement Planning, Life and illness Protection, Trustee advice, Long Term Care and Estate Planning.

Your personal circumstances are ever changing, and everyone’s needs are different. That’s why we use our four-stage planning process to helps us understand your needs and identify the best way to achieve your goals.

I will work with you to explore your options, then plan for how your goals can be best met. My advice is completely tailored to your individual circumstances. Whether you are looking to invest for the future, planning your retirement or looking to protect yourself and the ones you love I can help you put the necessary plans in place.

Sandringham’s Precision ongoing client service cutting-edge technologies allows me to spend more time planning for your specific goals and wider financial planning requirements to help you reach your financial goals. Our Wealth Platform Client Portal 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 type of services that I can offer you and I will respond back to you at my earliest convenience.

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.
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.
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  • 7 Cagney Close
  • Rochester
  • Kent
  • ME3 8AY
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