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About Us

What we do

 

As well as providing you with an exceptional service, we focus on four main things; the creation of wealth, its maintenance and growth, making it last and, ultimately, its transfer through generations.

We’ve developed a suite of products and services designed to meet your specific requirements. Whether you are saving for school fees, starting your own business or planning your retirement, we can help you achieve your goals.

Products and Services

Wealth Planning Advice

  • Investment planning

  • Retirement planning 

  • Family Protection

  • Inheritance Tax Planning

  • Mortgage Planning

  • Employee Benefits advice                           

Investment Solutions

  • Dynamic Risk Management
  • Discretionary & Advisory Portfolio Management
  • Stockbroking Services
  • ​Risk-targeted Model Portfolios

 

Investment Vehicles

 

The Sanlam Portal

  • ISA
  • ​General Investment Account
  • Personal Pension 

  • Onshore Bond

 

Investment Vehicles

 

The Specialist Range

  • The Versatile Investment Portfolio
  • The Transfer Pension Portfolio
  • The OneSIPP

Investing involves risk and the value of investments and the income from them may fall as well as rise and are not guaranteed. Investors may not get back the original amount invested.