Miles Hawkins

Advising Partner

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

With over 15 years of experience in financial services I understand that your time is precious – whether that is the time you spend with your family, the time spend running your business or the time spent doing all the things you love.

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

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 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, mitigate inheritance tax or protect yourself and the ones you love, I can help you put the necessary plans in place.

Sandringham’s Precision service allows me to spend more time planning for you, to help you reach your specific 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.

I can’t predict what’s to come, nor can I make guarantees about future outcomes; we can work together, however, to maximise the chances of you achieving your aims and goals.

Areas of expertise

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.

Planning ahead for long-term care is important because there is a good chance you will need some long-term care services if you live beyond the age of 65 and the likelihood of needing care increases as you age. I can help give you the right information to help you understand what service options you have available and to also ensure that you have a range of options available when you need long-term care. By planning ahead, you may be able to save your assets and income for uses other than long-term care, including preserving the quality of life for your spouse or other loved ones.

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.

07887 567009
m.hawkins@sandringham.co.uk

Office 9
30 Red Lion Road
Richmond Upon Thames
London
TW9 1RB