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 email@example.com.
Louise Creed, Chartered Financial Planner
Louise has spent almost 20 years in Financial Services and has been with Sandringham since January 2016.
Before Sandringham, Louise had worked for HBOS and Yorkshire Building Society in a variety of compliance/training, management and advice roles.
She aims to work with you in a clear, open way with a focus on how you can best achieve your goals. Louise has a desire to ensure you feel in control throughout and that your plan remains suitable and on track to meet your goals in years to come.
She achieved her Chartered Financial planner status in 2020 and is able to work with anyone within the UK and can offer advice around Investments, Pensions, Protection, Mortgages, Lifetime Mortgages (Equity Release) and Long Term Care.
Lauren Codd, Financial Adviser
Lauren has worked in Financial Services since 2011 and for Sandringham Financial Partners since 2015. Before becoming an adviser, she worked as a paraplanner, helping established Advisers build and provide advice to their clients. She aims to explain and present advice in a clear and understandable way so that you feel part of and in control of any advice given.
Lauren is able to work with anyone in the UK and offers advice around Savings and Investments, Pensions, Personal & Business Protection, Mortgages, Lifetime Mortgages as well as Long-Term Care. She is also able to assist with IHT Planning as well as any retirement concerns.
Mark Davis, Financial Adviser
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.
Zac Warner, Financial Adviser
Zac began his career in Financial Services in 2016 working as a Personal Banking Advisor for Lloyds bank. In this role he helped clients with their day-to-day banking needs, setting up savings accounts and lending. It was in this role he discovered his passion for finance and helping people which is what led him to become a Financial Adviser.
He joined Sandringham Financial Partners in 2018 and immediately started to study the necessary exams whilst learning the industry in an admin capacity. He soon moved to the role of Paraplanner and in this role, he worked on behalf of advisers providing technical support on areas such as tax, legislation and products to help clients meet their financial goals through researching and writing advice reports.
Zac says that being a Financial Adviser allows him to make a difference in peoples lives whilst forging long-lasting, trusted relationships. He enjoys working with clients from all walks of life and creating bespoke solutions to support each client’s individual objectives.