ABOUT US

Meet the team

Ross Liston

CEO SANDRINGHAM FINANCIAL PARTNERS

Ross is responsible for shaping and leading Sandringham’s strategy for growth in the independent financial advice market. With over 30 years experience in the financial services sector, Ross is passionate about advice and the role Sandringham has to play in securing the financial futures of more people.

Tim Grey

MANAGING DIRECTOR

Tim Grey serves as both Managing Director of Sandringham Financial Partners and Strategy and Transformation Director. His role combines leadership, regulatory oversight, technological innovation, and strategic tools to deliver the Sandringham advice proposition. Tim is deeply committed to creating a safe and supportive working environment, enabling advisers to focus on their clients’ overall financial plans while growing their businesses sustainably.

Ben Broome

HEAD OF ADVISER RELATIONSHIPS

Ben’s role is to provide invaluable, ongoing support to Sandringham Partners. After joining in early 2024, Ben offers a direct link between advisers and the head office team. By building and nurturing high-quality relationships within the business, Ben works to deliver the Sandringham strategy and ultimately enable more high-quality outcomes for clients.

Jonathan Lincoln

TRAINING AND COMPETENCE (T&C) MANAGER

As head of the T&C team, Jonathan’s responsible for supporting advisers in giving advice safely. As well as guiding new colleagues through their transition into Sandringham, Jonathan and his team are here to support our advisers through their SM&CR, AR regime, AML requirements, offer vulnerable client expertise and generally keep them delivering great client outcomes in a safe and secure way.

Pauline Lucas

Head of Advisory Operations

Pauline heads up the Onboarding, Review Services and the expert Paraplanning teams here at Sandringham. These teams are here for advisers at every step – all the way through the application and FCA authorisation journey, to their day-to-day client servicing responsibilities. Once our advisers are up and running, Pauline’s team also oversees the creation of the Precision Annual Review Packs for ongoing advice clients, including sourcing data and identifying gaps and potential client opportunities, offering valuable support through our high-quality, in-house paraplanning services.

Stephen Christie

BUSINESS DEVELOPMENT MANAGER

Stephen Christie is the face of our expert business development support function. Stephen’s focus is to support our partners in running profitable, sustainable and forward-thinking businesses. With his Diploma in Regulated Financial Planning, Stephen uses his knowledge, experience, connections and ‘know how’ to make sure our adviser firms achieve their objectives over the short, medium, and long term.

What we offer

Discover why advisers choose Sandringham

Why advisers choose us

Discover why advisers across the UK choose Sandringham