For professional adviser use only
It was back in February 2019 that we wrote a blog about the unforeseen consequences of giving good advice in high risk areas. In particular, the difficulty and costs in obtaining PI cover for those advising on pension transfers. You can read the original blog here At this time, we were seeing many advisory firms […]
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The Financial Conduct Authority (FCA) has issued a much shorter version of its 2020-21 business plan and changed its immediate priorities and plans for the year ahead, to rise to the new challenges posed by the coronavirus crisis. Immediate focus The regulator said it would immediately focus on ensuring that financial services businesses know what […]
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In 2017, Sandringham transitioned from a restricted advice model to offering independent advice, a process that was relatively smooth as we had never subscribed to vertical integration. We are now one of the UK’s fastest-growing IFA firms, with 177 advisers, managing around £2.2bn for over 17,000 clients and we were thrilled that 80 of our […]
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In this week’s Tales From The Frontline, our Dundee based Partner Chris Robertson talks about the importance of keeping in contact with clients during these extraordinary times. If someone had said to me 40 years ago (1st April 1980 to be precise) that I would be writing this at 3.00am on a laptop in 2020, […]
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Back in May 2020, Tim Sargisson stated: “firms in the strongest place before this crisis and who continue to support their clients over the next few weeks will be best placed to get through this.” Looking back, we believe that Sandringham has proved to be one of these firms: Business Continuity Planning (BCP) Our preparation […]
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Last week, we shared the experiences of our most northerly Advising Partner in Inverness. This week we travel the length of the UK to Dorset, where Founding Partner Eric Stevens shares his holiday plans… I should have been sat on a beach in Mexico overlooking the Pacific but instead I am sat on my patio […]
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In this Tales From The Frontline blog our Advising Partner Donald Murray give us his thoughts on dealing with the Coronavirus lockdown and how being a Sandringham Partner has made it quite a different experience than he thought it would be. I became a financial adviser 35 years ago. The best bit of the job […]
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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. Some time ago, we identified a root problem for many advisers is the poor state of technology being used in many advisory firms, with unintegrated systems and processes making the […]
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As the Covid-19 pandemic continues and the country adapts to new ways of working, Tim Sargisson explores what this will mean for the advice profession… As more and more people and businesses across the country are impacted by the coronavirus (COVID-19) many of us will be wondering what the world will look like when we […]
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The Financial Conduct Authority (FCA) has begun a fresh crackdown on advisers after seeing an increasing number of cases where the actions taken by advisory firms have resulted in ‘significant harm to consumers’ financial well-being’. Preventing harm In a letter to advisory firms, the FCA has stated that ‘preventing harm’ should be a key priority […]
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Sandringham Financial Partners, a national financial advisory firm based in Huddersfield, is extremely proud to announce that 80 of its 181 advisers have been listed as Top Rated Advisers for 2020 by a specialist review site. After sending out an email request to its client base in November 2019, Sandringham was flooded with nearly 2,000 […]
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As we enter a new decade Tim Sargisson urges advisers to take stock of their pricing to make sure what’s on offer is fair to both client and intermediary… A Happy New Year and welcome to the next decade. It hardly seems credible that we are now 20 years into the new century, a time […]
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