What’s in it for my clients?

Top of the list, your clients will still have you as their independent financial adviser. And whilst it’s true they appreciate the advice you give them, their ‘customer experience’ could still be enhanced.

Value for money – our well-defined client proposition delivers clear and unambiguous information about ‘what to expect as a client’, an expansive product range, and tried and tested processes to ‘shape’ their financial plans and manage their investments.

You with them all the way – the reassurance that comes with knowing their adviser is with them for the whole of their financial journey.

Greater control over their finances – state-of-the-art technology enables them to see their investments, products and other assets from a single web page, anywhere, 24/7.

What your clients can expect from Sandringham.
Foremost is the knowledge that they’ll be working with someone highly qualified and thanks to ‘The Sandringham Way’ on a journey to ever improving professional development. Then they can expect to benefit from:

  • A focus on their specific needs and aspirations
  • A full assessment of their attitude to risk
  • An open discussion about their capacity to bear a loss
  • Our tried and tested Investment process
  • Low charges for access to our Wealth Platform Portal
  • Annual reviews to evaluate portfolio performance
  • A life-long working relationship
  • And, the highest levels of personal service

Learn more about Sandringham’s Client Service Proposition