Sandringham Financial Partners

Independent Financial Adviser Regal House, 11 Albion Place, Maidstone, ME14 5DY
First meeting at adviser's own cost
Response rating
9.5 /10
FCA verified
16th September 2019
Your money is precious, so let us help you make the most of it.
We can advise you on
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Jonathan Morris Dip PFA CeMAP
Independent Financial Adviser
Accreditations
Later Life Accredited Adviser
Where to find us

Regal House, 11 Albion Place, Maidstone, ME14 5DY

Make an enquiry
About us

Helping you achieve your goals is what drives me as a Sandringham Advising Partner. I am dedicated to helping you grow and secure your hard-earned money so that you can enjoy those important and precious times in the future.

By providing advice on Savings and Investments, Retirement Planning, Protection, Trust and Estate Planning, myself and my fellow Sandringham Partners can help deliver great outcomes for those important times ahead.

We also specialise with advice for:

- Pensions & Divorce
- Equity Release
- Care Home Fees Planning
- Trustee Investment Planning

Your personal circumstances are ever changing, and everyone’s needs are different. That’s why we use our four-stage planning process to help us understand your needs and identify the best way to achieve your goals.

I will work with you to explore your options, then plan for how your goals can be best met. I know every client is unique and my advice is completely tailored to your individual circumstances. Whether you are looking to invest for the future, planning your retirement, buying your first home or looking to protect yourself and the ones you love I can help you put the necessary plans in place.

Our services

Sandringham’s Precision ongoing client service cutting-edge technologies allows me to spend more time planning for your specific goals and wider financial planning requirements to help reach your financial goals. Our Wealth Platform Client Portal will give you 24/7 online access to your financial information. The platform provides an efficient and convenient way to view and monitor your investments, plans, policies and other assets and gives you access to extensive portfolio information, all from one screen.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Compliance

Sandringham Financial Partners Ltd (‘Sandringham’) is authorised and regulated by the Financial Conduct Authority. FCA Number: 581304. Registered Office: 5th Floor, 30 Market Street, Huddersfield, West Yorkshire, HD1 2HG. Registered in England and Wales No: 08022795. VAT Registered: 153 0427 42.

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