Our purpose

Our purpose is to help our clients build the very best lives for themselves, their families, their beneficiaries or their own clients through a personal financial plan, reliable long-term investment returns and consistent support throughout their lives.

With experienced, friendly financial planners and wealth managers based across the UK, we will work with you  to make sure your goals are identified and planned for.

It's our personal service, years of experience and technology that provides clients the clarity and peace of mind to look ahead with confidence.

Knowledge hub

No pain, no gain: economies need to contract post image

No pain, no gain: economies need to contract

After two years under the thumb of Covid and amid increasingly problematic inflation, the global economy needs to take time for some R&R: recession and recalibration.
When divorce is nobody's fault  post image

When divorce is nobody's fault

As couples take advantage of the new no-fault divorce rules, it’s important they address the financial aspects of their separation.
Retire early? Live longer post image

Retire early? Live longer

Some studies have found that people enjoy a longer lifespan if they finish working early, but it might depend on your circumstances.
Pandemic-induced inflation coupled with war in Europe leaves little question: an economic slowdown looms post image

Pandemic-induced inflation coupled with war in Europe leaves little question: an economic slowdown looms

Inflation can’t stop climbing; energy prices are through the non- solar-panelled roof; even sovereign bond prices are lying low. There’s no doubt that things look bad. Let’s dig a little deeper into the causes of the slowdown and the nerves pervading markets.
Growth versus inflation: how will central banks react to rampant price rises and mixed economic data?  post image

Growth versus inflation: how will central banks react to rampant price rises and mixed economic data?

At first glance, rising inflation may seem like a relatively simple problem to fix. Central banks, such as the Bank of England and US Federal Reserve, would raise interest rates to curb demand for goods and services. This would, other things being equal, lead to a lower rate of inflation. However, the situation regarding inflation is, unfortunately, slightly more nuanced.
Shoppers set to spend £9.2billion in 4 days post image

Shoppers set to spend £9.2billion in 4 days

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
We've reached the peak of the business cycle, is it downhill from here? post image

We've reached the peak of the business cycle, is it downhill from here?

We’ve reached the end of what has been an incredibly quick business cycle. Growth has recovered, and it’s strong. Inflation is at a 20-year high. Are there only negative surprises to come?
Success in succession: how to pass down wealth effectively post image

Success in succession: how to pass down wealth effectively

An introduction to inheritance tax planning, inheritance tax thresholds and how to pass down wealth to the next generation effectively.
Everything you do has met or exceeded our expectations. Our financial planner is very professional and friendly – we just feel that we can trust Sanlam.”
Client satisfaction survey

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The value of investments and any income from them can fall and you may get back less than you invested.