Celebrating Precision – a success story

Having up-to-date, fully integrated, streamlined systems in place, allows you to reassure clients that you can help them meet their longer-term financial planning goals. We are celebrating the fact that Precision, our market-leading client service experience, has been helping our Advising Partners to do just that for five years now.

Precision is a market-leading, forward-looking planning tool, designed to ensure that current and upcoming regulatory requirements, such as the new Consumer Duty, are met. Precision also helps present a professional image to clients: its efficiency and flexibility allows the entire service to be delivered digitally; enabling great education and communication throughout the pandemic and lockdowns.   

Precision has four pillars:

• Annual reviews
  As well as allowing you to help clients identify any new planning requirements, we provide a MiFID II/PROD compliant review pack detailing the performance of your clients’ financial plans, helping to reduce your admin burden and maximising engagement with your clients.
• Wealth Platform Portal
  Our portal allows your clients to view and monitor the performance of their investments, policies, plans and other assets all in one place, with 24/7 online access, secure messaging and document storage.
• Expert Guides & Newsletters
  Our regular news updates help both you and your clients to keep in touch with the market, economic and wider financial developments. Our client website also features a series of easy-to-read guides covering financial planning subjects such as investments, pensions, protection, tax planning and estate planning.
• Priority client access
  Our efficient processes and systems will ensure that you have time to think, time to plan and ensure your clients’ plans are on track, enhancing your ability to provide great client outcomes and a great work life balance for you.

What do our advisers think of Precision?

Jan Axten-Rice, Sandringham RI: “The reports are one of the reasons I joined Sandringham. They save me so much time and look very professional. The majority of my clients now receive theirs digitally via the Wealth Platform.”

Ian Fraser, WRS Fornham Financial Partners Ltd (AR of Sandringham): “I like the proactive client-focused nature of the Precision packs. It’s important to review, and if necessary, adjust a financial plan on a regular basis.”

Max Sullivan, Generational Wealth Management (trading style of Sandringham): “The Precision Annual Review packs are Sandringham’s leading offering in my opinion, my clients love them.”

Don Murray, Sandringham RI: “A wonderful document produced by a highly efficient, friendly and supportive team of people, to a consistently high standard. Utterly transformational in terms of fulfilling regulatory obligations in a format that clients love, which also saves me at least two hours of preparation time on every case. It was a primary driver in my decision to come here, but can honestly say, two and a half years in, is just one of a range of features that makes Sandringham a rather special business to be a part of.”

Phil Newton, Sandringham Director of Recruitment: “It is increasingly important and under scrutiny that all advisers can evidence and articulate the value they add for the fees they charge. Precision, the Sandringham client service experience, ensures that clients are never in any doubt of the value added by our Advising Partners”

Watch our Precision video for clients here

Don’t just take our word for it

Sandringham clients have consistently highlighted their satisfaction with service provided from Sandringham and their Advising Partners by rating us as a Top Rated Firm by specialist review site VouchedFor for the last three years.

If you’re interested in joining us for the next exciting phase of our expansion, email recruitment@sandringham.co.uk or call 01484 500985.