Sandringham Financial Partners

Independent Financial Adviser The Old School House, Rectory Lane, Banstead, SM7 3PB
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
16th September 2019
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
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Equity release
    • Mortgage protection
    • Wealth management
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Long term care
Meet our advisers
Paul Shackleton
Founding Partner
What our clients say
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
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
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
Where to find us

The Old School House, Rectory Lane, Banstead, SM7 3PB

Make an enquiry
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

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.

Advice methods
  • phoneButton
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    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value

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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