Latest Blogs

Future-proofing your business

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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Sandringham advisers continue to top the charts in 2021 financial advice guide

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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Lockdown lessons for financial advisers

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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Sandringham continues to nurture fresh talent with third apprenticeship appointment

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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Are you considering your next move?

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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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 […]

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Tim Sargisson: Taking a flexible route back to the office

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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Sandringham – aligning service and products

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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Tim Sargisson: How high can the FSCS levies go?

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 […]

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Tales from the Frontline – the view from lockdown

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 […]

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Tales From The Frontline – Frontline communication

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 […]

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Tales From The Frontline – House arrest!

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 […]

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