Why advisers choose Sandringham

An investment proposition with a broad range of approaches, tailored to different client needs

Independent research – Investment choices driven by truly independent research and a rigorous pre-screening process
Our range – 7 asset managers and over 150 discrete investment solutions
Investment strategies – A wide variety of investment strategies to suit a broad range of client needs
Multi-manager solutions – Access to diversified portfolios managed by leading investment professionals
Access – A true whole-of-market view of mortgage and protection solutions
Insight – Regular performance, engagement and market information
Reporting – Monthly data and performance overviews
Value – Pricing deals with selected platforms
Collaboration – Bespoke service and support arrangements with key suppliers

Easy to implement solutions offering choice and variety to advisers helping them to respond to a broad range of customer needs
A range of of Active, Passive, Smoothed and Environmental Social and Governance (ESG) strategies, spanning Multi-asset and Discretionary Model portfolios
We monitor all portfolios to ensure they continue to offer clients value and optimised performance
An annual, comprehensive review of your clients’ investments to check their portfolios are performing as expected, their goals are unchanged and risk levels remain the same

Find out more in our Central Investment Proposition (CIP) brochure below.

You can view, review and amend your clients' details anywhere, anytime online
Clients enjoy full transparency with a round-the-clock view of their financial information
Keep track of Investments, total assets and liabilities, all in one place
See available assets and total net worth – including third-party platforms
Review and update their attitude to risk profile
Upload documents they wish to keep safe and more

Dedicated marketing and communications support on hand when you need it
The latest market trends and technical insights to keep you and your clients informed
Access to guidance and tools from our experienced business development team that can help you reach profitable new audiences
Our regulatory and compliance support is here to do the heavy-lifting and keep you operating safely.