Great news! We are extremely proud to announce that Sandringham Financial Partners has been awarded the Top Rated Large Firm Award by @VouchedFor for the fourth year running. It is so rewarding to receive this prestigious accolade again.
https://t.co/gMx6DHZwnA
Today, we concluded our Sandringham Partner Events in Newport. We would like to say a huge thank you to all our Partners who joined us and to the Providers who have supported these events! #Sandringhamevents
Yesterday we welcomed our Partners into M&G's London offices. Where we had presentations from Aviva, M&G Wealth, Just Group plc, Canada Life, HSBC Life as well as a session from Ross Liston on the future vision for Sandringham Financial Partners.
Thank you to all who attended!
A warm welcome to Edward Creasey who recently joined Sandringham as an Advising Partner. Edward is based in Surrey and has been an Adviser for 30 years.
Edward has significant experience in Retirement planning, Pensions and Inheritance Tax planning.
Please welcome Dean Freer, who recently joined us in our Central Advice Team. Dean has been working in the financial sector for over 20 years. He’s highly experienced in providing advice to Teachers on their pension scheme. #pensions
As well as being awarded the Top Rated Large Firm on @VouchedFor for the fourth year running, we have received over 6,800 #client#reviews, with an average score of 4.9 out of 5 and 30 of our Advising Partners are listed as Top Rated Advisers
Please join us in welcoming Jon Llewellyn-Bowden, one of our latest Advising Partners. Jon is based in Gilwern near Abergavenny and specialises in providing advice in all areas including #Mortgages, #Protection, #Pensions, #Investments and #EquityRelease.
We want to thank Sandringham Financial Services for donating 20 computer monitors & stands to our Charity Head Office. They really will make a difference to our office-based staff while they continue working hard behind the scenes, to help save lives across Yorkshire.
#ThankYou
Please welcome Saša Brborović, one of our newest Advising Partners. Sasa is based in Kent and has been working in the financial services industry for the last 7 years. He specialises in #Investments, #Pensions and #Protection.
We have made it to London for our Core Partner Event at @RathbonesGroup office.
Craig Brown at Rathbones is ready to deliver a session on sustainable funds. Thanks to Rathbones and Gerry Lawlor for supporting us and allowing us to hold our event at your luxurious office!
Our Partnership Retirement Program is three years old this month! If you are an #IFA planning to #retire and you are specifically looking for a retirement solution that places #client outcomes at the heart of your #retirement please email Louise Creed at [email protected]
Please welcome Simon Treadaway, one of our newest Advising Partners. Simon is based in Hove and has been working in the financial services industry for the last 16 years. He specialises in #investments, #pensions and #estateplanning.
It was a week ago since our National Conference took place, which turned out to be a great success.
Thank you to those who attended, we really enjoyed meeting you all.
Here are a few snippets of what took place on the day.
#conference#networking#financialservices
Finally, we would like to end the conference by handing out some very well-deserved awards to our advisers.
Each year we provide analysis of the very best performers in our business and the awards are announced in a series of categories. Congratulations to the winners!
#awards
It's time for our tech panel session hosted by our COO Craig Barraclough. He's joined by panelists Ray Adams at @CashCalc, Alex Whitson at @VouchedFor and Tim Barnett at Credas. They are examining how we deploy tech solutions to support all aspects of services provided to clients
We are ready and set-up for our Annual National Conference at @mandgplc office in London today.
Our Managing Director, Tim Grey, is the first on stage to welcome the guests.
#nationalconference#london#sandringhamfp
It was with deep sadness that we learned this evening of the passing of Her Majesty Queen Elizabeth II. We join the nation in sending our condolences to the Royal Family at this difficult time." - John Foley, Chief Executive, M&G plc
Financial technology #fintech now plays a major part in our daily lives. Read more in our latest article and see how Sandringham can help you and your clients to embrace the #digital#financial#age https://t.co/ZXryuufBm0
Please join us in welcoming Robbie MacKillop, one of our newest Advising Partners at @SandringhamFP. Robbie is based in Glasgow and specialises in providing financial advice on #Pensions, #Investments and #Protection.