Steven Sasimowicz
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.
Having worked for 16 years in the Financial Services sector I have an experience of wealth and knowledge obtained through both Insurance firms and also banking institutions, providing my clients with professional advice and support through their life journey. Prior to joining Sandringham Financial Partners, I worked for HSBC Premier, Lloyds Bank and the CIS (Co Operative Insurance Society). I have achieved Diploma status and now aim to achieve Chartered status to further my knowledge and provide an even more holistic advice proposition for my clients.
Learning the fundamental skills and behaviours in the Financial Services industry at a young maturing age has resulted in me being very driven, focused, knowledgeable and honest for the benefit of my private clients, gaining the Trusted Advisor status.
By providing advice on Savings and Investments, Retirement Planning, Protection, Mortgages and Trust & Estate Planning, 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, 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 to achieve your financial planning.
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.