Client Agreement

Financial advice should be the same regardless of the type of firm you visit and there are some fundamentals that should always be adopted. We believe what sets us apart from other firms is that we put you at the centre of our world and deliver our service in the Sandringham Way.

The Sandringham Way, It’s all about you! Our aim is to create a financial partnership for life, delivering advice solutions that benefit you now and into the future if you choose to work with us long term. The purpose of the document download below is to explain how Sandringham Financial Partners works and how we will work with you. We want to provide you with information about our business so that you have everything you need to know in one place. This document will support the basis of our working relationship going forward. If you agree to work with us, we will give you a signed copy of this agreement to keep.

You can view our Client Agreement here or by clicking the image above or the PDF icon in the right hand column of this page.