Sandringham Financial Partners

We’re delighted to share that Matthew Williams, an exceptional financial adviser with over 16 years’ experience, has chosen to move networks and join our team of talented and ambitious advice individuals here at Sandringham. Here’s why Matthew chose to make the change. “Having been with a large, national network for over 8 years, I took the leap and decided to move my business to Sandringham. In my previous home, I didn’t feel I was offered the support and tools I needed to push my company forward. After just a few weeks, I already feel that I’m not just a number and I can provide my clients with a far better service which is the most important thing. I’ve been in Financial Services for 20 years now and a Financial Adviser for 16 of them. I’ve worked within a few large, national networks over this time, and through this experience, I can safely say, that 'bigger is not always better'." We couldn’t agree more Matthew – great to have you on board! #GrowWithUs #FinancialAdviser #FinancialAdvice

Following our move in November, we're delighted to share that our new Head Office is open and in full swing! It’s great to see the Sandringham team settling in so well. We’d like to say a huge thank you to everyone involved for their hard work, efficiency and expert co-ordination of what has been a truly seamless and successful transition into our new home. The sleek design and state-of-the-art technology have elevated our working environment, making it an inspiring place to be. And we're excited to see what the future holds in this new space. #FinancialAdviser #FinancialPlanner #GrowWithUs

We’re here to offer comfort and reassurance when you make the leap to Sandringham. You’ll enjoy 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 goes the extra mile to offer the support you need to deliver against your own unique priorities and objectives. And when the time comes to leave the industry, our team, knowledge and processes will help you say goodbye on your own terms, ensuring your clients are left in safe hands.

A huge welcome to Alex Newell, an experienced Financial Adviser who recently joined the Sandringham team. Here’s why Alex chose Sandringham for the next phase of his advice journey: “The time had come when I needed to find a home for the rest of my career in financial services. I wanted to join a firm whose culture, processes and broad proposition align with my own views. I had been aware of Sandringham for some time and had always felt it would be a good match for me. The embracing of regulation and using it to the benefit of clients and advisers is very refreshing.  I embarked on my diploma in early 2017. Since then I’ve worked as a paraplanner and adviser, with around 8 years’ experience in the industry. And I’m now just one exam away from being a Fellow of the PFS. I’m a firm believer that a relationship based on trust, backed up by transparency and good value, is hugely beneficial to many clients’ overall financial wellbeing. And that’s the most important part of the role, it’s not just about ‘wealth management’. I’m comfortable advising people in all areas, from complex estate planning to those starting their financial planning journey.”

Our business development team will help you explore more areas of financial advice, expand your service offering and deliver on your ambition for your business.   And we’re part of M&G plc, which means you’ll have access to the superb M&G Wealth Advice Academy graduation programme when the time’s right to bring more expertise into your firm too.

M&G has become the latest fund house to win approval to use a label under the FCA’s Sustainability Disclosure Requirements (SDR) regime. https://lnkd.in/eErJrAFP

What might 2025 have in store for markets and for your clients' portfolios? Here's Shanti Kelemen, Chief Investment Officer at M&G Wealth, with her take on the year ahead. https://lnkd.in/eXTAye4P

Our head office goes the extra mile to offer the support you need to deliver against your own unique priorities and objectives.

A huge, warm welcome to all our new Sandringham advisers! Welcome to the team. #GrowWithUs

We’re here to offer comfort and reassurance when you make the leap to Sandringham. You’ll enjoy 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 goes the extra mile to offer the support you need to deliver against your own unique priorities and objectives. And when the time comes to leave the industry, our team, knowledge and processes will help you say goodbye on your own terms, ensuring your clients are left in safe hands.