Introducing Precision – Helping Clients Meet Long Term Goals

By having you as their adviser over a longer period, perhaps for life, your clients will benefit from an ongoing service designed to help them meet their longer-term financial planning objectives. The key features include:

  • Regular reviews
    An annual review gives you the opportunity to help them identify any new advice requirements. We provide a comprehensive annual review pack detailing the performance of their financial plans.
  • Wealth Platform Client Portal
    Our portal allows your clients to view and monitor the performance of their investments, policies, plans and other assets all in one place, 24/7, online.

  • Adviser Hotline
    If your client contacts you, but you’re not available to take a call, Sandringham’s centralised telephone number will field the call.
  • Keeping you up-to-date
    News updates to help your clients – and you – to keep in touch with the market, economic and wider financial developments.
  • Expert Guides – Our client website also features a series of easy to read guides covering financial planning subjects – investments, pensions, protection, tax planning and estate planning.