Mark Rostern

As a professionally qualified Financial Adviser with over 30 years of experience I have the life experience and breath of financial knowledge and understanding to give your financial planning needs the appropriate level of care and attention.

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.

I understand 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.

By providing advice on Savings and Investments, Retirement Planning, Trust and Estate Planning, Mortgages and Protection, I can help deliver great outcomes for those important times ahead.

Your personal circumstances are ever changing, and everyone’s needs are different. At an initial cost-free consultation, I will explore your current financial position and with agreement work to develop a full understanding of 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 tactical and strategic financial goals can be best met. 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 the ones you love I can help you put the necessary plans in place.

Sandringham’s Precision ongoing client service cutting-edge technologies allow 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.

I have worked in Financial Services for over 30 years for The Prudential, Abbey National and a Local Insurance Broker before setting up my own business in 1994. I offer a truly bespoke financial planning service to my clients. Many of my original clients are still with me to this day.

Originally from Manchester I came to Sheffield as a student graduating in 1985. In the same year I met my wife Debra a science teacher and have lived in Sheffield ever since. I provide advice to clients in Sheffield, Rotherham, Barnsley, Leeds and Doncaster and would be willing to travel further distances by mutual agreement.

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.