Welcome to our library

You’ll find lots of useful information and comment in our Sandringham Partner Library – literature (client and adviser facing), KIIDs, white papers, blogs, videos and much more.

CLIENT LITERATURE

Investment Proposition Brochure

PDF - 817.19 KB

Client Proposition Brochure

PDF - 1,002.67 KB

Investor Insight

PDF - 578.58 KB

Client Agreement

PDF - 554.50 KB

Client Agreement - Mortgage and Protection

PDF - 922.25 KB

PARTNER LITERATURE

Cost Comparison Chart

PDF - 100.79 KB

Investment Proposition Brochure

PDF - 825.18 KB

Enable brochure

PDF - 151.05 KB

De-risk White Paper

PDF - 535.98 KB

NEW PARTNER LITERATURE

Sandringham In Summary

PDF - 1,012.27 KB

Head Office Services 2019

PDF - 304.76 KB

Old Style Network vs New Style Partnership

PDF - 168.36 KB

NEWSLETTERS

Examples of client facing Newsletters sent to Sandringham clients

Spring 2019

PDF - 925.80 KB

Spring Statement 2019

PDF - 1.41 MB

Winter 2018/19

PDF - 389.15 KB

Autumn 2018

PDF - 453.62 KB

Autumn Budget 2018

PDF - 740.94 KB

Summer 2018

PDF - 709.86 KB

Spring 2018

PDF - 553.17 KB

Winter 2017/18

PDF - 816.62 KB

WHITEPAPERS

Is your investment proposition creating risk in your business?

PDF - 535.98 KB

CLIENT GUIDES

Investing tax efficiently

PDF - 659.75 KB

Taxation of property

PDF - 657.38 KB

Business Succession Planning

PDF - 395.65 KB

The financial planning journey

PDF - 416.04 KB

Estate planning

PDF - 803.49 KB

Investing for children

PDF - 764.79 KB

Income at retirement

PDF - 413.88 KB

Financial Protection

PDF - 373.01 KB

Making the most of ISAs

PDF - 1.05 MB

Investment planning

PDF - 694.02 KB

Pensions and tax planning for high earners

PDF - 690.32 KB

Saving for retirement

PDF - 1.05 MB

VIDEOS

 

BLOGS

Visit our blogs page to read the latest thought of our CEO, Tim Sargisson

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