Latest Blogs

Tim Sargisson: Coronavirus will change the advice profession forever

As the Covid-19 pandemic continues and the country adapts to new ways of working, Tim Sargisson explores what this will mean for the advice profession… As more and more people and businesses across the country are impacted by the coronavirus (COVID-19) many of us will be wondering what the world will look like when we […]

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Regulator starts a two-year crackdown on financial advisers

The Financial Conduct Authority (FCA) has begun a fresh crackdown on advisers after seeing an increasing number of cases where the actions taken by advisory firms have resulted in ‘significant harm to consumers’ financial well-being’. Preventing harm In a letter to advisory firms, the FCA has stated that ‘preventing harm’ should be a key priority […]

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Sandringham advisers top the charts in 2020 financial advice guide

Sandringham Financial Partners, a national financial advisory firm based in Huddersfield, is extremely proud to announce that 80 of its 181 advisers have been listed as Top Rated Advisers for 2020 by a specialist review site. After sending out an email request to its client base in November 2019, Sandringham was flooded with nearly 2,000 […]

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Tim Sargisson: Why is pricing such an issue for advisers?

As we enter a new decade Tim Sargisson urges advisers to take stock of their pricing to make sure what’s on offer is fair to both client and intermediary… A Happy New Year and welcome to the next decade. It hardly seems credible that we are now 20 years into the new century, a time […]

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How will you realise the value of your business? Consider Sandringham

If you’re thinking of selling your IFA business in the near future, you’re certainly not alone. Perhaps the regulatory burden of running your own firm has become too much, or maybe you are looking to capitalise on its value and exit the profession? A long-term deal for you and your clients Selling a business can […]

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SMCR – Are you ready for the next stage?

The Senior Managers and Certification Regime (SMCR) has now been extended to all firms authorised by the Financial Services and Markets Act. Advice firms will need to remember that the new regime includes ongoing obligations, so it’s not something that can be forgotten about. From the December 2019 deadline, anyone holding a senior management function […]

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‘Sandringham Time’ can give you more time

Lack of time for client meetings A survey of 133 financial advisers, carried out in September, by Square Mile Investment Consulting and Research, has revealed that advisers are continuing to spend most of their working week involved in administration and compliance tasks, to the detriment of client service. Although 39% of those surveyed stated that […]

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Tim Sargisson: Forget millennials, we can’t even engage our target audience

While the conversation around engaging millennials becomes ever louder, Tim Sargisson believes advisers should do better at marketing to their primary audience before trying their hand at a younger demographic As advisers we are frequently reminded about how we fail to engage with millennials. Seemingly blind to the fact that this group stand to inherit […]

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Disconnected systems are letting advisers down – but not at Sandringham

Recent research1 has highlighted the effect that poor systems integration is having on advice firms, not just by impacting profits, but also in terms of time and resources, and crucially affecting client service.  The research surveyed over 100 advisers and asked questions about processes in three main areas: new business, annual reviews and fee reconciliations. […]

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Precision – delivering the clarity and value your clients deserve

At a recent Investment Association event, keynote speaker Charles Randell, Chairman of the Financial Conduct Authority (FCA) highlighted that one of the biggest expectations of the investment industry is allocating clients’ money wisely to investments that can add sustainable long-term value. Although this is not a revelation, and is something we all work hard to […]

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It’s about time…

Everything we do at Sandringham is driven by the belief that time is extremely precious. We are totally focused on helping financial advisers to fully optimise their time in the achievement of business goals, best outcomes for their clients, personal fulfilment and the personal enjoyment that comes from being a professional financial adviser. We understand […]

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SMCR – A catalyst for change. Are you ready?

The deadline for implementation of the Senior Managers and Certification Regime (SMCR) is now less than three months away. The regime was rolled out to banks and insurance companies three years ago and, after 9 December 2019, it will also apply to all 47,000 companies regulated by the FCA (Financial Conduct Authority). The FCA describes […]

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