Find out what happens next and how to get the most from your conversations
We listen first – then help you build a financial plan that works for you.
So that your adviser can spend more time getting to know you, it's a good idea to get together any financial information you have ready. This can include:
If you’re not sure about what to get ready then it is no problem, your adviser can help when you meet.
When you meet with your adviser, you’ll chat about your current financial situation and what your financial goals are.
Your adviser will look at your situation as a whole so they can see how everything fits together and assess the impact of one area on another. For example, if you take money from your pension in a certain way, it might leave your family exposed to larger Inheritance Tax (IHT) bills.
Getting your money to work harder
Once your financial adviser has all the details, they’ll come up with a tailor-made plan that explains your current financial circumstances, provide a full analysis of your goals and a recommendation on how best to meet them. They’ll cover all the key areas of financial planning:
The plan is yours to keep, no matter what you decide to do.
If you’d like to go ahead, your adviser will start putting your plan into action for you and explain the next steps.
Find an adviser in your area and get the conversation started
Suite 15
The Media Centre
7 Northumberland Street
Huddersfield
HD1 1RL
Sandringham Financial Partners Ltd (‘Sandringham’) is authorised and regulated by the Financial Conduct Authority. FCA Number: 581304. Registered Office: Suite 15, The Media Centre, 7 Northumberland Street, Huddersfield, HD1 1RL. Registered in England and Wales No: 08022795. VAT Registered: 235 3237 81. Sandringham Financial Partners Ltd is a wholly owned subsidiary of M&G plc (Registered Number 11444019).
