For professional adviser use only
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. We are celebrating the fact that Precision, our market-leading client service experience, has been helping our Advising Partners to do just that for five years now. Precision is a market-leading, forward-looking […]
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Sandringham Financial Partners, a national independent financial advice firm based in Huddersfield, is delighted to announce that it has once again been rated as UK’s largest Top-Rated Firm by specialist review site VouchedFor. VouchedFor is the UK’s leading ratings service for financial and legal advisers. The VouchedFor awards recognise those firms that demonstrate ‘an exemplary […]
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Last year reported Adviser revenue fell for the first time since 2016. This is according to data from the Financial Conduct Authority’s (FCA’s) Retail Mediation Activities Return (RMAR), published on 29 July 2021.1 Figures in detail The FCA has been publishing the RMAR since 2016. Compared to 2019, reported investment advice revenue fell […]
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Sandringham Financial Partners, a financial advice firm based in Huddersfield, is delighted to announce that it has once again been rated as the UK’s largest Top Rated Firm by specialist review site VouchedFor. In the year that has passed since the firm first received the accolade, the coronavirus pandemic and resulting economic instability has only […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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