As well as offering access to investment, pension and protection solutions from across the market, the real value in working with an adviser is about the long-term journey of financial planning. So why not become a Precision client?
Here’s a short video about Precision and how it can help you stay in control of your financial future while you enjoy the benefits of ongoing independent financial advice.
We’ll provide you with an annual update on the risk profile and performance of the investments and pensions that we look after on your behalf, together with a detailed valuation. We’ll also share a periodic assessment and discuss any gaps you may have in your financial plans based upon the information you’ve shared with us. Working with a Sandringham adviser is all about feeling in control of your finances, so we can talk it all through in a meeting when it’s convenient for you and breakdown any jargon too.
You’ll enjoy access to our online Wealth Platform, where you can view your all your policies and products securely online, at any time. You can also store important documents here and update your attitude to risk if you need to. Your Sandringham adviser can use the Wealth Platform to deliver your important documents to you too.
As a Precision Sandringham client enjoying the benefits of regular, ongoing advice, you’ll qualify for priority access to your Sandringham financial adviser, ahead of their transactional clients. You’ll also be able to contact our head office team for assistance if your adviser happens to be unavailable for any reason.
Your adviser will provide you with regular news articles, investment insights and updates via our newsletter service. We use this service to advise you of changes that might affect you and products or services that you might want to discuss with them. We’ll also provide a consolidated Budget update, so you’ll always have the most important information straight to your inbox, jargon-free and in good time.
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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).
