Our Central Advice Team
Wanting some expert Financial Advice but don’t know who to turn to? Our Central Advice Team are a group of experienced and fully qualified Independent Financial Advisers based at the Sandringham Head Office.
If you don’t have an existing Sandringham financial adviser, they are available to help you with all aspects of your financial planning. They can be contacted on the telephone number 01484 504900 or by email at cat@sandringham.co.uk.
Mark Davis, Financial Planner
Mark has worked in Financial Services since 2015, having previously worked in a management role within fund administration.
He joined Sandringham Financial Partners in 2019 from Zurich, where he had been a Platform Consultant to Financial Advisers. Prior to becoming an IFA himself, he worked as a Paraplanner, assisting advisers in creating in-depth financial plans and providing appropriate advice to their clients. He aims to work together with you in an open and honest way to develop a plan that is clear and appropriate for your needs, while continuing to be there for you after the plan has been put in place to ensure it continues to meet your goals and objectives.
Mark is able to work with anyone in the UK and offers advice around Savings and Investments, Pensions, Personal & Business Protection, Mortgages and Lifetime Mortgages. He is also able to assist with IHT planning as well as any retirement concerns.
Marcus Dunning, Financial Planner
Marcus started his career in Financial Services in 2017, working for a local IFA firm in an administrative capacity. He quickly discovered his passion for working with clients to achieve their financial objectives, and he began acquiring the necessary qualifications to provide financial advice.
Before becoming a Financial Planner, he worked as a Paraplanner. This role allowed him to collaborate with Financial Planners to achieve great client outcomes whilst improving his technical knowledge and gaining real insight into adding value to clients’ financial positions.
Marcus says that what he enjoys most about his job is meeting clients from all walks of life, bridging the gap between their ‘wants and gots’ and maintaining an ongoing relationship to see them achieve their long-term financial goals.
Dean Freer, Financial Planner
Dean has worked in Financial Services since 2002, where he started working as a Trainee Financial Adviser with a large insurance company. He went on to work as an Independent Financial Planner for BBT group, in Horbury.
Prior to joining Sandringham Financial Partners as an Independent Financial Adviser, he worked as a Senior Paraplanner, assisting advisers in creating in-depth financial plans and providing appropriate advice to their clients.
Dean aims to work together with you in an open and honest manner, to develop a plan that is clear and appropriate for your needs. Dean has a desire to ensure that after the plan has been put in place, it continues to meet your goals and objectives.
Dean can work with anyone in the UK and offers advice around Savings and Investments, Pensions, Personal & Business Protection, Mortgages and Lifetime Mortgages. He is also able to assist with IHT planning, as well as any retirement concerns.
Julia Zhu, Financial Planner
Julia started her career in Financial Services in Shanghai, China, working as a wealth manager with expatriates in 2014.
She joined Sandringham Financial Partners in 2024 after having gained extensive experience in financial planning by working with Wesleyan and Investec Wealth & Investment in the UK.
Holding a master’s degree in International & European Business Law from University of Leeds, Julia continued to pursue her professional qualifications with both the Chartered Insurance Institute (CII) and Chartered Institute for Securities & Investments (CISI). She holds Chartered Financial Planner status with the CII.
Being passionate about providing her clients with sound advice and outstanding service, Julia aims to work with you in an honest and transparent manner. She enjoys getting to know her clients on a deeper level in order to help them with achieving their desired financial goals and objectives.
Julia can help with anyone in the UK and offers advice around Savings and Investments, Pensions including Retirement Planning, Personal Protection, Mortgages, and Estate Planning.
Joanna Bailey, Financial Planner
Joanna made a career change into the Financial Services industry in 2019 having long held an interest in personal finance and investments.
In order to gain a real understanding of the industry and experience what it is like working within an IFA practice from the ground up, Joanna was a Paraplanner, then an Associate Adviser and now Financial Planner.
Joanna holds the professional exams required with both the Chartered Institute for Securities and Investments (CISI) and the Chartered Insurance Institute (CII). She has also undertaken further study and passed the exams required for Chartership with the CII.
She joined Sandringham in 2024 and enjoys helping clients achieve their goals by working collaboratively to produce a plan that gives peace of mind that their finances are being well looked after and is suitable for their needs.
Joanna offers advice around Savings and Investments, Pensions including Retirement Planning, Personal Protection, Mortgages, Long Term Care and Inheritance Tax/Estate Planning to anyone in the UK.