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Wealth & Financial Planning Advice

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.

The Marlow office will initially deliver financial planning and wealth management services to existing private clients in the region, for whom it already looks after in excess of £150million (funds under influence) and it will look to grow and develop its footprint through 2016 and beyond. The office will also provide employee benefits and auto-enrolment advice to a growing book of corporate clients and give support, service and guidance to the legal and accounting community.
 
From the outset the office will be populated by three Sanlam Wealth Planners and two Discretionary Fund Managers, all supported by customer facing administrative support. Paraplanning support to the Wealth Planners will be delivered by the centralised team in Bristol, thereby following Sanlam’s revised operational model.
 
The office will serve as a regional hub supporting Sanlam’s growing profile in Thames Valley area and is looking to recruit appropriately qualified financial advisers to join its Wealth Planning team with immediate effect.
 
Alex Morley (CEO Sanlam Wealth Planning): “2016 will see the launch of a new era for Sanlam in the UK where we will, I believe, take our place amongst the leading wealth management businesses in the country. We have been building our presence steadily in the Thames Valley over the last couple of years and our revitalised presence in Marlow will strengthen that further. It is an area where we plan to grow dynamically – both through the recruitment of financial advisers to our Wealth Planning team and through the attraction of new clients.”

Paul Britton (CEO Thames Valley Chamber of Commerce): “The Thames Valley Chamber of Commerce is delighted with the decision of international brand Sanlam to further invest in Buckinghamshire. This commitment to develop a regional hub to support Sanlams growing customer base is a reflection of the quality of talent pool and commercial opportunities in the Thames Valley and we look forward to supporting Sanlam during this exciting stage of growth.” 

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