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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

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How We Do It

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Client agreement

Understand how Sanlam Wealth Planning will work with you

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Our Services

Retirement Planning

For a wealthier retirement it’s vital that you have a plan. It's possible that many of us will live longer in retirement than spent working.

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Capital Creation & Investment Planning

Investing money wisely requires consideration, understanding and constant care and vigilance.

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Continuing Advice in Retirement & Beyond

Retirement is when you stop living at work and begin working at living. Retirement brings great change and great change requires planning.

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Inheritance Tax Planning

Rising house prices can mean IHT may affect more people than ever before. There are steps you can take which will reduce the amount your beneficiaries pay.

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Family Protection

There are a great many 'what ifs' in life. How would my family cope financially if I become seriously ill or die? Would they be able to keep the house? What if I lost my job?

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Mortgage Planning & All Things Property

When property related funding is being sought, sensible, qualified & empathetic whole of market mortgage advice should always be taken.

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Our Services   

  • Wealth Management Services

  • Life Insurance & Family Protection

  • Retirement Planning

  • Income Protection

  • Investments & Savings Advice

  • Mortgage Planning

  • School Fees Planning

  • Long Term Care Fees Planning

  • Inheritance Tax & Estate Planning

  • Corporate Financial Planning

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.