What to expect as a client?
We can’t predict what’s to come or guarantee future returns, but we can use our skills to maximise the chances of you achieving your goals.
We use our skills and in-house expertise to help you realise your ambitions for your money and your aspirations for life.
As a Sandringham client, you can benefit from;
- Independent advice from professionally qualified advisers
- A clear focus on your specific needs and aspirations
- An open discussion and assessment to understand how you feel about your money gaining as well as losing value
- Recommendations based on a wealth of experience and knowledge
- 24/7 access to our Wealth Platform client portal to help you keep track of your finances
- Annual Precision reviews to ensure your money is working as hard as possible for you and make any changes as your needs and situation change
- A strong and meaningful relationship with your adviser
Our Financial advisers…
Keep things simple
We promise to provide simple and clearly-explained advice which has been expertly researched. We’ll also arrange and implement our advice on your behalf.
Are open and honest
Before you work with a Sandringham adviser you will be made fully aware of the processes we undertake and how we charge for the advice we provide – so no hidden extras or unexpected costs.
Build a plan around your needs
The financial plan we recommend and any ongoing service we provide will be tailored to your specific needs – no off-the-shelf solutions.
Tax will depend on your circumstances and the options you choose. Tax rules can also change in the future.
