What we offer

Our wrap-around support is what Sandringham stands for — discover the benefits of coming on board.

Getting advice to more people who could benefit starts with nurturing our talent and giving them the tools to deliver when it matters.

Our core values

Discover more benefits to joining Sandringham

Keep me safe:

We’re a wholly-owned subsidiary of M&G plc, a FTSE 100 company with years of experience in the industry, and fully committed to helping you deliver truly independent financial advice
We’ll take the pressure of regulatory reporting off you, manage contact with the regulator on your behalf and take responsibility for SMCR and AR monitoring too
We’ve a commonsense approach to compliance with access to technical specialists and the right tools for the job to enable you to provide advice to your clients safely and with confidence
Our centrally produced annual review service takes care of MiFID II, PROD and provides evidence to help you meet your consumer duty obligations.

Support me:

We’re here to offer comfort and reassurance when you make the leap to Sandringham. Our extensive induction course provides the foundations you’ll need to start your advice journey with Sandringham with confidence
You’ll enjoy dedicated 1:1 support from our Operations and IT teams for the first six months, to help smooth the transition for you and importantly, your clients
Our Head Office has your own and your clients' best interests at heart, going the extra mile to offer the support you need to deliver advice for their own unique priorities and objectives
While leaving the industry can be daunting, our team, knowledge and processes will help you say goodbye when the time is right, and on your own terms, ensuring your clients are left in safe hands.

Help me grow:

We offer a comprehensive programme of business development activities which means you can explore more areas of financial advice
We’re committed to having the latest and most innovative technology and systems to drive efficiency into the advice journey
We’ve an extensive, researched and approved investment offering, giving you access to whole of market investment, mortgages, protection and platform choice
Our internal acquisition opportunities mean you can choose to expand your client base and scale your business through internal buy-outs and the M&G Advice Academy graduation programme.

How we support you

Grow your business

Our expertise can help you grow your business through adding streams and identifying corporate opportunities

Market insight

Enjoy up-to-date market information and technical insights to improve your knowledge and efficiency

Maximise value

We’ll help to build your network and enable recruitment so you can maximise the value of your business

Promote your business

We offer dedicated marketing support, giving you more time to spend where it matters – with your clients

Your clients in safe hands

We’re here to help you plan your exit from the business and say goodbye on your own terms, ensuring your clients are well looked after

Expert business development

Combining best practice techniques and time-saving tech

When it comes to growing your business, stick with the experts

Don’t just take our word for it…

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“From Year 1 to Year 4, we grew our revenue by 113% by having a clear, documented business plan”

“Working with the team gave us confidence to invest more in our resources with the confidence that we could generate a positive return on that investment”

“Having used the revenue projector tool, I have reduced the number of clients I look after, and I now generate more income from having a higher minimum value of client”

End-to-end paraplanning and administration support

Want more time with clients and less time on paperwork? Our expert paraplanning and administration team is here to take on the heavy lifting, giving you the freedom to focus on what matters most – your clients.

We offer comprehensive, end-to-end support across the full case submission process, right through to the application stage. Whether you’re investing new money, setting up ISAs, or handling more technical cases like ‘At retirement’ and IHT, our paraplanning team is equipped to help.

We’ll complete the full new business case, ensure client records are up to date, and help you prepare for annual reviews, so you can deliver a seamless and professional service every time.

"When your administrative, paraplanning and advice processes work together as one, you can rest easy in the knowledge that the advice your clients receive is of the highest value"

What we offer

Our wrap-around support is what Sandringham stands for — discover the benefits of coming on board.

Getting advice to more people who could benefit starts with nurturing our talent and giving them the tools to deliver when it matters.

Our core values

Discover more benefits to joining Sandringham

Keep me safe:

Support me:

Help me grow:

How we support you

When it comes to growing your business, stick with the experts

Don’t just take our word for it…

“From Year 1 to Year 4, we grew our revenue by 113% by having a clear, documented business plan”

“Working with the team gave us confidence to invest more in our resources with the confidence that we could generate a positive return on that investment”

“Having used the revenue projector tool, I have reduced the number of clients I look after, and I now generate more income from having a higher minimum value of client”

End-to-end paraplanning and administration support

"When your administrative, paraplanning and advice processes work together as one, you can rest easy in the knowledge that the advice your clients receive is of the highest value"

Pauline Lucas, Head of Advisory Operations

Ways to join us

Why advisers choose us

Sandringham Financial Partners

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