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.