Rachel Denham

Advising Partner

As an Advising Partner with Sandringham my primary aim is to help you achieve your financial goals and ambitions through developing a long-term relationship based on trust, understanding and professional advice.

Regulated by the Financial Conduct Authority, I hold the Diploma in Regulated Financial Planning, alongside the advanced Certificate in Pension Transfers with the Chartered Insurance Institute. I passionately believe in lifetime learning and continue to study towards Chartered Financial Planner Status.

We can provide advice on a broad range of financial needs covering Savings and Investments, Retirement Planning including Equity Release as part of your retirement income planning, Protection, Trust and Estate Planning and Mortgages.

At Sandringham we use a proven four-stage planning process to ensure we fully understand your needs and to determine what is required to meet your goals in the right way for you and your specific circumstances.

Cashflow Planning plays an important part in providing clients with long term projections, helping you to visualise how your savings, investments and pensions can be combined to help meet your goals and achieve your desired lifestyle in retirement. I make this a core part of our planning process as demonstrating the impact of small changes, such as saving that bit more or finding a suitable investment strategy that is matched to your needs and objectives, can be extremely helpful in bringing your financial plan to life.

Knowing that your savings and investments are all working towards a defined objective and are pulling in the right direction will give you financial confidence and motivate you to continue with your financial strategy.

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.

If you are not a great fan of technology, that is absolutely fine too.  We can accommodate your preferences to suit your needs.

Let us use our skills, knowledge, and experience to support you in achieving your financial goals. It is who we are, it is what we do, and I would be delighted to deliver this service to you.

Please do get in touch if you would like to know more about the financial advice and type of services that we can offer you.  Rest assured you will be warmly welcomed.

Areas of expertise

Picture of Rachel Denham
  • 41-43 Grange Road
  • Darlington
  • DL1 5NB