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Wealth & Financial Planning Advice

Wealth Planning Advice for Private Clients

Wealth Planning for Private Clients

Successful wealth planning isn’t about market timing or “gut feeling”, it’s about delivering to your objectives. 

It demands the stewardship of your financial affairs throughout four distinct phases; the creation of wealth, its maintenance and growth, its protection, preparing for both the foreseen and the unexpected in equal measure and ultimately its transfer through generations.
All our clients define their ‘wealth’ differently. For some, it is purely the value of assets; for others it is family, relationships and the comfort of security. However, one thing is constant; your wealth is precious. It requires care; whether that be through sensible, bespoke investment management aimed to secure and increase real value over time, or through the building of appropriate mechanisms to guard against the unknown. Our Wealth Proposition aims to provide solutions to all of the major financial challenges in life; solutions that are individually tailored, built on understanding and empathy, clearly communicated and implemented without compromise.


A Unique Wealth Proposition

The Sanlam Wealth Proposition offers the investment solutions, expertise, products and services of a world class financial institution.

In the first instance our Wealth Planners will consider products and solutions taken from our own portfolio; products and solutions designed to deliver cost efficient access to the investment market with controlled management performance aimed at meeting our requirements. However, where a Sanlam solution does not best meet your needs, we will seek a solution elsewhere and believe that this blend of flexibility and control allows us to not only satisfy your requirements but also provide comfort, peace of mind and a platform for you to both understand and enjoy your Wealth plan. Our Wealth Proposition is backed by both risk analysis methodology and industry recognised investment management; a proposition which offers flexibility and strength, breadth as well as depth with exclusivity and accessibility in equal measure.

Client Literature

What We Do

Learn more about what we do


How We Do It

Find out about our processes


Client agreement

Understand how Sanlam Wealth Planning will work with you


Privacy Statement for Sanlam Clients

This Privacy Statement explains why we collect personal data, what personal data we collect and how we use it.


Next Steps

We deliver Wealth Planning and investment management solutions; solutions focused solely upon delivering to your objectives, aimed at meeting your needs and securing your position through long term relationships built on understanding empathy and trust.

Every relationship begins with a simple conversation. If you would like to speak to one of our Wealth Planners, irrespective of whether you are an experienced investor or seeking advice for the first time, please do get in touch.  We'd love to talk to you. 

If you'd like to get in touch please use the contact us box to your right and we'll get back to you as soon as we can. 

Please Remember...

Investing involves risk and you may not get back some or all of the money that you have invested.  The value of your investments and any income they provide may fall as well as rise and cannot be guaranteed. You should not assume that past performance of a particular investment or fund is an indicator of how it will perform in future. The degree of risk and volatility will depend on the nature and spread of investments.
Any tax treatment is dependent upon individual client circumstances and may be subject to change.
The Financial Conduct Authority (FCA) does not regulate taxation and trust advice or legal advice – investments recommended as part of tax and trust advice are however regulated by the FCA.
Your home may be repossessed if you do not keep up repayments on your mortgage.

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.