I felt welcome from the first contact and even now a year later their enthusiasm to help is always there, their willingness to find a solution, to progress and adopt new ideas and to share them is contagious. It’s a great team to work with, Thank you.
I find the client portal is truly valued by my clients and a great way for me to ensure they have access to their financial information. I’m also delighted by the fact that I’m a Founding Partner and benefit from the extras including shares in Sandringham.
I have to say that after a baker's dozen years in FS, it finally feels like I have found my place.
“There is a positive ‘can-do’ attitude at Sandringham, and I’m extremely grateful to all of you for your help”
Knowing that we have support whenever necessary through the Helpdesk for general queries or where support is required for new challenges is a huge benefit in a forever changing and challenging environment. Having the facilities made available through Paraplanning or where support is required for new training allows us as individuals to grow our business and professionalism in various ways with these channels available to us as a Sandringham Financial Partner.
Overall, the new Enable technology offers a superior adviser experience, in particular, an excellent robust Factfind is captured, which saves important client information and notes for future reviews and servicing.
Fusion via Sandringham, provides a highly competitive Platform charge for clients who are cost driven, and affords every investor the opportunity to engage with their own portfolios and obtain ‘real time’ values.
Sandringham is a forward thinking company that goes above and beyond for its advising Partners. From the suitability letter templates through to client communications, Sandringham offers financial advisers the tools and support to spend time focusing on their clients.
I just wanted to say a personal thank you for taking the length of time you took to help and assist with me joining Sandringham. I understand that you went over and above what is usually necessary however, I can tell you that on a personal level it is very much appreciated. Here’s looking to a successful future. Once again many thanks
I just wanted to praise the outstanding work members of the Sandringham team are providing me as a Partner within the business. I would like to make sure all staff are recognised for helping me and other partners in building a successful business. Thank you to the team.
The support from all of the Team at Head Office from the initial On-boarding training to the Compliance team has been second to none and it is clearly evident that being part of Sandringham we have a real togetherness that bodes well for everyone concerned including and most importantly our clients.
The technology we use is great for helping advisers to support clients achieving their goals. You can sense that Sandringham are committed to utilising up-to-date systems to help drive your business forward, making you more efficient and therefore more profitable. Automated policy valuations and system generated reports make administration easy, and, more importantly, help improve communication and transparency with my clients, therefore helping to build higher quality Adviser-Client relationships.
The transition over to Sandringham, as with any change of network, was never going to be an easy one, due to the use of different technologies, philosophies and client migration. However, I found the Sandringham Team, whether Help Desk, or any of the other departments, to be very supportive throughout, and feel that I can continue to readily tap into Head Office resources whenever needed.
The benefits of the technology available to us as a Sandringham Financial Partner allows us to conduct a professional review with our clients in a seamless manner extracting the information necessary for us to provide sound financial advice in a customer friendly led way. Enable allows us to gather and continuously monitor all financial areas of need including product information such as the live updates on values or even where we need to conduct simple changes to client records, these can be done with minimal effort.
Fusion has been a real boost to my business, and the Verbatim and Fusion Wealth funds have provided great results for my clients. The unique verbatim DFM proposition is an excellent opportunity for my clients and the fine tuning of this and willingness to evolve this proposition to make it easier to use with clients confirms the dedication of the team at Sandringham and Verbatim in supporting their partners.
I can’t describe how pleased I have been with my decision to join Sandringham. Their support as been first class, right from first contact, through the application process and now has established business. From first meeting Steve Braidford the Managing Director I knew that Sandringham was the right choice. Steve positioned Sandringham in a straight-forward, easy to deal with "non-pushy" sort of way. Thankfully the office and support staff are equally as enjoyable to work with.