Sandringham Financial Partners

Independent Financial Adviser  The Old School House, Banstead, Surrey, SM7 3PB
First meeting at adviser's own cost
We are one of the market leading independent national advice firms offering a fresh and innovative approach to financial advice.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Equity release
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Mortgage protection
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Paul Shackleton
Founding Partner

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of the legislative and regulatory position of home reversion plans and their place in the advice process.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

What our clients say
I can not thank Paul enough. He really looked after our finances, and made sure our money was invested in the right funds and in the most tax efficient areas. He spend a lot of time asking questions to make sure he understands what we want. I am very comfortable recommending him to anyone. Thorough and excellent.
P Newton, Leatherhead
Paul has advised me for many years. I trust Paul implicitly. He is always available and spend so much time helping me with my money. Highly recommended.
J Brown, Cobham
We have been very happy with the services provided by Sandringham, so much so we have recommended them on to several of our friends. A great service. We can even see all our investments online - not something we have been used to in the past.
Dianne, Dorking
About us

Sandringham Financial Partners is a UK market-leader in the provision of tailored independent financial advice. Everything we do is designed to deliver the best outcomes for our personal and corporate clients.

When it comes to your money, we aim to make life simpler by removing the time, complexities and barriers to managing wealth efficiently.

What can you expect:
-Advice from professionally qualified advisers
-A focus on your specific needs and aspirations
-One of the lowest platform fees in the market
-A full assessment of your attitude to risk
-An open discussion about how you feel about your money gaining as well as losing value
-Recommendations based on a wealth of experience and knowledge
-Our unique investment proposition offering risk rated portfolios to match your attitude to risk
-24/7 access to our Wealth Platform client portal
-Annual reviews to evaluate your portfolio’s performance and address any changes to your personal circumstances
-A life-long, on-going working relationship
-The highest levels of personal service

Have any questions?

Give us a call
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Our services

Keeping things simple – We promise to provide simple and clearly explained advice which has been expertly researched. We’ll also arrange and implement our advice on your behalf.

Open and honest – Before you work with a Sandringham adviser you will be made fully aware of the processes we undertake and how we charge for the advice we provide – no hidden extras or unexpected costs.

Built around your needs – the financial plan we recommend and any on-going service we provide will be tailored to your specific needs – no off-the-shelf solutions.

Where to find us
Head office address: The Old School House, Rectory Lane, Banstead, SM7 3PB
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020

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