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Wealth & Financial Planning Advice

New Wealth Planners Join the Team

 

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.

Joining the team in the South East:

 

Patrick Naile
With over 20 years’ experience, Patrick can cite many interesting experiences on his CV, not least being a founder member of SJP. Patrick has many contacts in the Ultra High Net Worth world, and has an exciting business plan to gain traction in this market.

Phil Regan
Phil brings with him over 20 years’ experience. He has worked in the past for SJP, as an IFA and within the banking sector, and so has a wide experience of the industry. Phil has a large client bank that he will be working closely with and continuing to build his business through his own network and referrals from existing clients.

Ayoob Macci
Ayoob joins us with over 10 years’ experience in the industry, working for HSBC with their Ultra HNW and HNW clients, and latterly as an IFA specialising with Sharia compliant investment. Ayoob has exciting plans to develop his existing clients and his own network.

 

Joining the team in the Midlands:

Charles Landeman
Charles will be joining the Midlands Region. He has many years’ experience gained in a variety of roles including working as an IFA and for HSBC. Charles has a wide range range of interests ranging from Leeds United to Bonsai trees.

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.