Founding Partner at Sandringham Financial Partners
I am a qualified Financial Adviser with over 35 years’ experience in the Financial Services industry. I provide a range of financial services and advice for clients across the South of England. Areas I cover include: East Sussex, West Sussex & Hampshire, however I also have clients across the UK.
Investment in modern technology has made this more practical for me as my clients, as part of my ongoing service*, have access to their very own bespoke client portal. This fantastic technology gives my clients 24/7 access to their investment, pensions, life assurance and mortgages all in one place. Of course, I’m still available to provide advice and recommendations but my clients who wish to receive an ongoing service are confident in the fact they can see all of their financial details in one place.
Financial planning plays an important part in our financial life journey and here at Sandringham we do our utmost to recognise and satisfy the needs and aspirations of our clients.
Financial planning is a very personal matter; requiring discretion and a personal approach. Every individual has different circumstances, ambitions and needs. What’s more, needs often change over time so I feel it is vital to have an adviser/client relationship that is conducive to build on this to find a solution that is unique and individually tailored to suit particular needs and objectives. Any ongoing service* agreement will enable me to review your needs annually to ensure my initial recommendation remains appropriate for you in the future, as needs change.
The financial planning areas I focus in are:
- Retirement Planning (accumulation)
- Post Retirement Planning
- Protection – Life Assurance, Critical Illness, Serious Illness, Income Protection
- General Insurance
Whether you are looking for a mortgage for your new home, needing to know more about protecting your loved ones or wanting to save/invest for the future I can help you put your plans in place and ensure you understand more about the products available.
I am always happy to hold an initial meeting with new clients at my own cost to discuss your needs and tell you more about the services I offer. Any costs for committing to further work and any ongoing services* will be discussed and agreed at this meeting.
Whilst I cannot personally provide any financial advice in the areas of Lifetime Mortgages and Long-Term Care, I may be able to refer** you to another Sandringham Partner who all have their own areas of specialisation.
If you would like to know more about financial advice and my services please call me or drop me an email using the details below and I’ll come back to you as soon as possible.
45 Watersmead Drive,
*Ongoing service is provided on a fee basis and costs will be discussed with you during our initial meeting.
**The Sandringham Partner you are referred to will discuss and agree fees for any work committed to with you directly.