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Wealth Planning & Employee Benefits Advice

Focussed on meeting your objectives

 

We deliver wealth planning advice to private individuals.  We aim to consistently deliver an exceptional client service.

We deliver employee benefit advice to corporate clients. We know that your staff are important to you and reputation is paramount, we have a dedicated team to ensure that a solution is delivered to you tailored to your company’s needs.  

What our clients say...

"Our adviser was thorough and listened to our needs. We could not have been better advised at all stages..."

"A thoroughly detailed and impartial review of our situation was carried out. The recommendations were relevant and appropriate to our needs. Very professional throughout."

"Having only recently been introduced to Sanlam, I had a certain amount of trepidation. I had no need to have been concerned as Sanlam has been immaculate in dealing with all my business."

 

Corporate LiveWire 2015 Innovation & Excellence Awards

We were delighted to be awarded Most Outstanding in Wealth Planning Advice (UK) in the Corporate Livewire Innovation & Excellence Awards. These awards represent the pinnacle of business achievement, championing the best in their respective fields and therefore to come out on top as a clear winner is  something we were very proud of.

Recent Wealth Planning News

15 March 2016

Pension uncertainty

An Interview with Elliott Silk on Share Radio

Listen to Elliott Silk in a recent interview on Share Radio

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26 February 2016

Taking control of your finances

As featured in the latest issue of Darling magazine

Written by Wealth Planner, Lisa Lloyd

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18 February 2016

Inheritance tax: five ways to minimise a bill upon death

As featured in yourmoney.com

Written by Wealth Planner, Carl Drummond

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26 January 2016

Sanlam Re-launches Marlow Office

Sanlam Re-launches Marlow Office

As part of its national integration and growth strategy, Sanlam UK announces that it is to re-launch its regional office in Marlow, Buckinghamshire.

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16 November 2015

Volkswagen: A time of crisis for investors

As featured in IFA Magazine

As featured in IFA Magazine, written by Sanlam's Carl Drummond

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12 August 2015

Sanlam Announces Further Growth

Read our latest news on our recent acquisition

We announce the acquisition of the client bank of Chartered financial planning firm FA Watts Investment Managers Ltd. by Sanlam Wealth Planning Ltd

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09 July 2015

Summer Budget 2015: Our Summary

On the 8th July George Osborne, the Chancellor of the Exchequer, delivered the first Conservative Budget in nearly 20 years.

This Sanlam guide is intended to highlight the main changes to tax rates and allowances for individuals, companies and trustees as well as identifying other notable points which may be of interest.

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03 June 2015

Why’ve only 20% of over 55s used the Government’s Pension Wise service?

According to new research

Listen to Giles Cross, Head of Marketing & PR in a recent interview on Share Radio

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14 May 2015

A fifth of retirees plan to use Pension Wise

According to research issued today by OnePoll

Read how as much as 80 per cent of retirees won't use Pension Wise.

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09 May 2015

Hosting the Glass Glamour 2015 Event

A celebration of the art of glass open at the beautiful Cotswold home of Lucy and David Abel Smith

On Saturday 20 June from 6-8pm, the international glass collection of Lucy and David Abel Smith will be joined by new work from some of the foremost glass artists in the UK. This will be a rare opportunity, by invitation only, to view these splendid pieces

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09 May 2015

#SanlamPeople to run Go Dad Run

To raise awareness of and funds for Prostate Cancer UK at events across the UK in June

The Sanlam Go Dad Run is a series of 5K runs for men and boys aged 11 and over to raise awareness of and funds for Prostate Cancer UK.

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13 April 2015

Shortlisted for Best Auto-Enrolment Solution

In the Money Marketing Financial Services Awards 2015

We are delighted to see Elliott Silk and his team shortlisted in the Best Auto Enrolment Solution category

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16 April 2015

New Wealth Planners Join the Team

We are delighted to welcome our recent appointments to Sanlam.

Over recent weeks and months, we have been busy continuing with our recruitment plans and we are delighted to welcome our recent appointments to Sanlam.

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Can’t find what you’re looking for?

If you can’t find what you’re looking for on this page, please use the contact us box to the right of this page and we’ll come back to you as soon as we can.  

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.