Sandringham Wealth is a well-resourced financial planning business that prioritizes a personal touch, focusing on supporting and guiding individuals and families between 40 and 60 years old. Their ambition is to understand clients’ needs and work with them to create a unique financial plan, saving both time and money. With a dynamic approach to financial planning, Sandringham Wealth aims to continually assess clients’ options and investment choices to ensure they remain on track and alleviate uncertainty and worry.
The business prides itself on providing a high level of service, offering evening and early appointments, video consultations, text reminders, and even casual coffee chats or market discussions to accommodate clients’ busy schedules and preferences. Sandringham Wealth’s philosophy revolves around helping clients make smart decisions with their money, providing financial certainty and peace of mind. They aim to build a great financial plan step by step with clients, empowering them to focus on what truly matters in life beyond financial concerns.
With a focus on a limited number of clients and their families, Sandringham Wealth distinguishes itself from larger organizations by offering a consistent advisor-client relationship and a personalized approach to financial planning. Clients appreciate the business’s commitment to understanding their individual circumstances and needs, as well as the genuine care and guidance provided. By fostering a supportive and collaborative environment, Sandringham Wealth aims to empower clients to achieve their financial goals and dreams, ensuring a lasting and impactful relationship built on trust and shared success.