Sandringham Financial Partners Ltd

Independent Financial Adviser 40 Redwood Crescent, Highland, Inverness, IV2 6HB
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
12th August 2019
Sandringham Financial Partners is a UK market-leader in the provision of tailored independent financial advice.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Equity release
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Estate planning
    • Long term care
Meet our advisers
Donald L Murray
Advising Partner
Where to find us

40 Redwood Crescent, Highland, Inverness, IV2 6HB

Make an enquiry
About us

We specialise in all aspects of pension planning and we provide advice to clients in relation to savings and investments, making extensive use of investment platforms as a means of managing wealth in a more effective way.

We also provide advice for those interested in Equity Release and Retirement Mortgages, helping people release some of the value in their property for a variety of purposes.

Our service is based on a holistic approach to financial planning, with a full fact-find and risk assessment carried out at outset to ensure recommendations are tailored to your specific requirements.

Our services

With over 30 years experience in financial services I have the knowledge and expertise to advise you, whatever your requirements are.

I meet clients at their own home or place of business, and I offer a free initial pension, financial and investment health check . I take the time to ensure you are fully informed and my objective is to become your trusted adviser of choice.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.

Similar advisers near you

Independent Financial Adviser 1.34 mi
Chartered & Certified Financial Planners providing unbiased Independent Financial Advice to clients across the North of Scotland & Moray.
 
Independent Financial Adviser 1.73 mi
With offices in both Inverness & Elgin our four Financial Planners have over fifty years experience in Financial Services.
 
Independent Financial Adviser 2.69 mi
A local firm of Independent Financial Advisers who pride ourselves on providing fair, well researched and transparent financial advice.
 
Independent Financial Adviser 2.84 mi
You can trust us to provide excellent advice at a reasonable cost cost. We also provide a comprehensive ongoing service.