Do you practice what you preach?

Plan, Do, Review, Plan, Do, Review Plan, Do, Review, Plan, Do, Review………………

I.F.A./Wealth Adviser? You’ll be brilliant at this for clients and you’re doing more planning and reviewing than ever right now for you clients.

But who is helping you to Plan, Do, Review?

Are your efforts fully focused upon the thing you love doing, providing great client outcomes?

Are your efforts fully focused upon your own reward and embedding value into your own business?

What difference would it make to your clients planning outcomes and your own business value if everything, other than thinking about and dealing with your clients, was done for you?

Sandringham Financial Partners can articulate and model this for you if you allow us to?

• We are a National Directly Authorised Independent Financial Advice firm, with 180 Advising Partners across the UK.
• We are not vertically integrated {we take no margin from any Investment Houses, Product or Technology providers.
• We provide for your PI cover {with guaranteed no excess now and in the future}.
• We administer the build of your clients’ annual review packs {these are market leading, MiFID II/PROD compliant}.
• We provide full time and/or adhoc paraplanning services.
• We provide market leading adviser and client technology.
• We provide governance and compliance support from our own in-house compliance team.   
• We provide business planning support and coaching to those that want to build their own business and/or brand.

You are qualified to be a great financial planner so don’t allow yourself to be distracted by PI costs, renewals & excess, Gabriel reporting, Cap Ad, MiFID II (PROD), G.D.P.R., fee & income reconciliation, staffing, IT front & back office due diligence, marketing & social media, or be the victim of a pay away that drains your reward and/or provides you with no real support!

Why not focus upon your own ability to advise, build your own business, focus on your clients’ needs, and let us do the rest?   

To let us model this for you call me on 07495643898 or email [email protected]