For professional adviser use only
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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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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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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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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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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Recent freedom of information (FOI) requests conducted by FTAdviser have raised concerns over the state of the UK financial advice industry, showing that the number of IFAs has fallen for the first time since the Retail Distribution Review and a total of 1,681 firms have cancelled their authorisations with the regulator since January 2015. Restricted […]
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In this ‘Tales From The Frontline’ Sutton-based Nick Wells tells us how he and his wife Tracey are using lockdown to focus on Wealth Platform and annual reviews. We are in the ‘lucky’ position (although Tracey may not agree!) that we work together in a self-contained office 10 minutes-walk from home, so self-isolation has not been […]
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In this ‘Tales From The Frontline’ Sandringham’s Chief Operating Officer Tim Grey reflects on lockdown resiliency, business meetings and Jay Leno! I’ve been no stranger to working remotely and in recent years found that I’m most productive in sporadic bursts, and unsuited to sitting in the same place for more than a few hours, unless […]
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It is widely accepted that firms in the strongest place before this crisis that continue to support their clients during this time will be best placed to get through this, writes Tim Sargisson, who says the important message to keep in touch with clients has been a constant theme during the Covid-19 crisis… Clearly the […]
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In this week’s Tales From The Frontline, Advising Partner Jan Axten-Rice tells us about her positives and negatives of lockdown and hails the return of golf! Yet another sunny day in North Gloucestershire!!! We’ve been so lucky with the weather and I feel blessed that I live in the country with great dog walks and […]
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In this special edition of Tales From The Frontline, Sandringham Paraplanner Jessica Brundle gives us a staff eye view of the lockdown and comes to a realisation about her kids. Exactly two months ago, as lockdown loomed I gathered the Paraplanners and crammed in 1:1s before it would be too late, using the time to […]
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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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