For professional adviser use only
According to FT Adviser, three in five financial planners are looking to sell their firm in the next three years. It is reported that nearly two-thirds (63%) are planning to retire and a further 35% are motivated by a desire to future proof their business in the years leading up to retirement. If this is […]
Read more
We are delighted to announce that for the second year running Sandringham has been awarded the prestigious Top Rated Large Firm Award by specialist review site, VouchedFor. The VouchedFor award is based on ‘an exemplary commitment to transparency and consistent delivery of excellent client outcomes.’ It is even more rewarding to receive such an accolade […]
Read more
For the time being, lockdown continues and the government roadmap for easing restrictions is going to be very gradual, so it’s likely to be some considerable time before advisers can go back to seeing clients face to face. Indeed, some clients and advisers may never want to return to the old ways. Providing reassurance and […]
Read more
Following the launch of our successful apprenticeship scheme midway through 2020, Sandringham is continuing its bid to attract fresh talent into the financial advice sector this year with a third apprenticeship appointment. With the impact of the COVID-19 pandemic seeing many able and skilled young people struggle to find opportunities, our financial services apprenticeship scheme […]
Read more
If you are considering your next move from an employed/self-employed wealth management or directly authorised business, why not consider Sandringham Financial Partners? Detailed below is a summary of our proposition for perusal, please do let us know if you have any questions arising for the information here. As you will see Sandringham Financial Partners are […]
Read more
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 […]
Read more
While cutting the commute is a massive remote working bonus, in practice the home office comes with its own set of challenges, writes Tim Sargisson. Here he outlines why a mix of home desk and real-life office gives employees the best of both worlds After nearly six months Sandringham took its first significant step forward […]
Read more
Chief Operating Officer at Sandringham Financial Partners, Tim Grey, explores a recent Financial Conduct Authority (FCA) statement1 which highlights concern about the ‘value’ of services offered by advisory firms in exchange for ongoing clients’ fees. Sandringham approach Firms can wait to be told what the FCA thinks and importantly, what it dislikes about ongoing service […]
Read more
Anybody who has read Charles Dickins’ Oliver Twist should be familiar with the passage in the book regarding the experimental philosopher, who had a great theory about a horse being able to live without eating. The man demonstrated it so well that he got his on horse down to a straw a day in a […]
Read more
When news reports of a new flu-like virus first started coming through at the start of the year I, in combination with the majority, if not all, of the population, had no idea of how drastically life was going to change over the coming months. So here we are, some six-plus months later, emerging from […]
Read more
Another ‘Tales From The Frontline’, this week Sheffield based Martin Parry talks about the challenges he’s faced working with his predominately NHS staff client base. In any relationship, good communication is key, and during a pandemic, how much more so! Our front line as Sandringham advisers, cannot be compared to the heroic efforts of NHS […]
Read more
This ‘Tales From The Frontline’ finds Sandringham Paraplanner Cathy Roberts adjusting to life under ‘house arrest’. So, as my header suggests, I’m one of the ‘at high risk’ people the government deems must be very anti-social, even towards their household members, for at least 12 weeks. I received my letter advising of such on the […]
Read more