Sandringham Financial Partners

Independent Financial Adviser  Regal House, Maidstone, ME14 5DY
First meeting at adviser's own cost
Your money is precious, so let us help you make the most of it.
We can advise you on
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Annuity purchase
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Defined benefit
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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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Wealth management
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Ethical investments
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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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Socially responsible investments
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Lump sum
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Regular savings
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
MR Jonathan Morris Dip PFA CeMAP
Independent Financial Adviser

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.

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 different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

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.

Accreditations
Later Life Accredited Adviser
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.

Where to find us
Head office address: Regal House, 11 Albion Place, Maidstone, ME14 5DY
Service coverage
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Response rating
9.0/10
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FCA authorised
Last authorised 13th September 2021

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Despite Covid-19 our technology enabled business is able to operate normal hours and via our usual phone numbers. We have an online meeting facility or phone and email depending on your preference. Let us help.