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 firstname.lastname@example.org.
Lauren Codd, Financial Planner
Lauren has worked in Financial Services since 2011 and for Sandringham Financial Partners since 2015. Before becoming an Financial Planner, she worked as a paraplanner, helping established financial 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 any advice given and in control of your financial future.
Lauren is able to work with you if you’re anywhere in the UK to help build your Financial Plan to meet your objectives now and throughout your lifetime. She offers advice for Savings and Investments, Pensions including Retirement Planning, Personal & Business Protection, Mortgages, Lifetime Mortgages, Long-Term Care and Inheritance Tax Planning.
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.
Zac Warner, Financial Planner
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.
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.
Joshua MacDonald, Financial Planner
Josh started his career in Financial Services in 2018, working for Scottish Widows within their Protection team where he spoke to clients on a daily basis. As a result, he wanted to pursue a career in Financial Advice as he was passionate about supporting clients, whilst also building long-lasting relationships with them. He then worked at Royal London where he was promoted within six months into the Account Management team. He specialised in supporting advisers to make the best decisions for their clients in relation to Protection and Pension products.
Before becoming a Financial Planner, he worked as a Paraplanner at Carbon Financial Partners. Within this role he was able to work closely with Financial Planners to understand what they do well, and this gave him real insight into adding value to clients whilst creating good client outcomes.
What Josh enjoys most about his job is speaking to clients at all life stages, whether they are saving up to buy their first home or making plans to enjoy their retirement.
Josh can work with anyone in the UK and offers advice around Savings and Investments, Pensions, Personal & Business Protection and Mortgages. He is aiming to complete his Long-Term Care and Equity Release qualifications to give him permission to provide you with the best service possible.