Modernise your business before retiring or selling
In these difficult and uncertain times, it’s more important than ever for financial advisers to be able to provide reassurance and support to their clients. Having up-to-date, fully integrated, streamlined systems in place, allows you to reassure clients that you can help them meet their longer-term financial planning goals. As well as helping to securing your clients’ financial futures, it’s vital to consider your own plans for the future and make sure you have an exit strategy in place to realise the value in your business.
Consider our Partnership Acquisition Programme
You can rest assured that our Acquisition Programme has been designed so that your clients’ long-term and well-made plans won’t be disrupted. Furthermore, we will not ‘asset grab’ or ‘re-platform’ to support the financial deal we make with you, nor do we try to mimic the long-standing relationship of trust you have enjoyed with your clients.
The process has been designed to give both you and your clients a safe pair of hands, built on high levels of customer service and contact, made possible by the infrastructure we have in place at Sandringham.
Precision is our ongoing client service which sets standards and protocols so that there is minimal change for your clients.
Precision’s key features include:
- Annual reviews
As well as allowing you to help clients identify any new planning requirements, we provide a MiFID11/PROD compliant review pack detailing the performance of your clients’ financial plans, helping to reduce your admin burden and maximising engagement with your clients.
- Wealth Platform Portal
Our portal allows your clients to view and monitor the performance of their investments, policies, plans and other assets all in one place, with 24/7 online access, secure messaging and document store.
- Expert Guides & Newsletters
Our regular news updates help both you and your clients to keep in touch with the market, economic and wider financial developments. Our client website also features a series of easy to read guides covering financial planning subjects such as investments, pensions, protection, tax planning and estate planning.
- Priority client access
Our efficient processes and systems will ensure that you have time to think, time to plan and ensure your clients plans are on track. Enhancing your ability to provide great client outcomes and a great work life balance for you.
Proud to be independent
As a directly authorised IFA we take independence very seriously. We are proud to be commercially independent and instead of generating revenue from products or platforms, we focus on a longer-term ‘advice-focused’ approach which allows our Advising Partners to build modern, proficient, profitable and future-proofed businesses.
Grow your business the Sandringham Way
More advisers are choosing to join Sandringham. We’ve been working hard to make the decision to join us an easy one by being a progressively minded company, intent on doing the right things well, with the client at the heart of everything we do.
If you’re interested in joining us for the next exciting phase of our expansion, you can find out more about our Partnership Acquisition Programme by speaking to us: