How do I become a Sandringham Partner?

You’ve done the thinking and the background research and received our expert feedback on the excellent opportunities your business will have by joining Sandringham.

The Sandringham Partner Experience Day gave an insight to our culture, competence and comprehensive proposition. Was it an eye opener, and perhaps the tipping point for you?

Technical Demonstration Webinar showed you how our Enable back office and Fusion platform integration makes your life easier & how the efficiencies leave you with more time for clients or yourself. Now you’re ready to move things forward.

You’re Opportunities for Growth Plan

Building on the Opportunities Analysis Report, you’ll receive a personalised Opportunities for Growth Plan setting out the key steps to getting you on board and achieving your personal and business objectives.

The first steps in your Growth Plan will be to:

  • Complete the application to join formalities
  • Apply for FCA approval
  • Plan your business transition and client migration

IMPORTANT: Our focus is to ensure your income is switched as quickly and efficiently as possible and your clients continue to get the highest levels of service. Once on-board and business ready we’ll revisit your Growth Plan to help you fast-forward your business.

Partner on-boarding time-line

Onboarding-Timeline2

More about making the application

The application process involves a meeting with your Partnership Development Consultant to complete our application form and collect more information about your business.

To speed things up could you have the following items to hand.

  • Personal ID – Passport or Driving Licence
  • Evidence of last 12 months income – via commission statements/up to date accounts
  • Last 3 months bank statements for all bank accounts including savings accounts
  • Current SPS*
  • Data Protection Licence*
  • Current Credit report**
  • Referee information including full names/addresses for employments covering last 10 years
If applicable or if you’re in possession of this item **Full report required, not an overview
PLEASE NOTE: The above all accompanies the application and further information may be requested should you disclose any complaints, terminations or bankruptcy.

Application review
Our dedicated Transitions Team will review all aspects of your application. They’ll be in regular contact with you should they need to ask for more details, or to keep you informed as to the status of your application.

Approval to become a Sandringham Partner
It’s important to note that not all applicants become Sandringham Partners. But if you are successful, congratulations, you are on the way to becoming a high performing practice backed by one of the UK’s fastest growing and most forward-thinking independent financial advice practices.

Your resignation
You’ll need to resign from your current position as soon as you have formal approval. We will then discuss and plan to mitigate any temporary drop in income by working with you to ensure a swift and smooth transition of turnover.

Towards transitioning your business
Our primary objective is to understand your all-important income streams and to ensure we transition your advice fees, trail and commission as a matter of urgency.

Testimonials

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I have to say that after a baker's dozen years in FS, it finally feels like I have found my place.

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David Firman
David Firman - Founding Partner

Make the transition

Let's Start!