Wealth Platform Login

Graham Austin

Founding Partner

Helping you achieve your goals is what drives me as a Sandringham Founding Partner. I am dedicated to helping you grow and secure your hard-earned money so that you can enjoy those important and precious times in the future.

With over 24 years of experience in financial services I understand that your time is precious – the time you spend with your family, the time spend doing all the things you love and the times in the future when longer term aims and ambitions become reality.

By providing advice on Savings and Investments, Retirement Planning, Protection, Trusts, Estate Planning and Mortgage Finance myself and my fellow Sandringham Partners can help deliver great outcomes for those important times ahead.

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

I will work with you to explore your options and help you plan how best to meet your financial goals. I know every client is unique and my advice is completely tailored to your individual circumstances. Whether you are looking to invest for the future, planning your retirement, buying your first home or looking to protect yourself and your loved ones, I can help you put the necessary plans in place.

Here at Sandringham we use cutting-edge technology to provide our ongoing ‘Precision’ Client Service which allows me to spend more time helping you reach your financial goals. Our Wealth Platform Client Portal will give you 24/7 online access to your financial information. Our Platform provides an efficient and convenient way to view and monitor your investments, plans, policies and other assets. It also gives you access to extensive portfolio information, all from one screen.

During my time in the financial services sector I have gained a wealth of expertise and knowledge in helping all types of clients with all types of needs. I focus on the best interests of my clients at all times which has led to successful outcomes for my customers over many years.

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 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.
Picture of Graham Austin
  • Sunnymeade
  • Sluice Road
  • South Ferriby
  • North Lincolnshire
  • East Yorkshire
  • DN18 6JG
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