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Wealth & Financial Planning Advice

Our Wealth Planners

 

We choose our Wealth Planners very carefully. They've all been hand-picked and each of them recruited steadily and surely.
 
To join they had to have the right levels of experience and the absolute ability to do the job for which they were recruited; a proven track record of high achievement; an understanding of good customer service; an excellent work ethic, empathy, decency and a great sense of humour.
 
We have Wealth Planners from all corners of the country. They have a variety of backgrounds and an even wider range of interests. Each is a different person, with each individual bringing something new, something interesting and something positive to Sanlam.

South East

Alan Potter

Alan Potter

Wealth Planning Director

Chartered Financial Planner, APFS, BSc (Hons)

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Carl Bloomfield

Carl Bloomfield

Senior Wealth Planner

DipFA

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Carl Drummond

Carl Drummond

Senior Wealth Planner

DipPFS

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Chris Edwards

Chris Edwards

Wealth Planner

DipFA

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Chris Gall

Chris Gall

Wealth Planner

DipPFS

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Colin Haywood

Colin Haywood

Wealth Planning Director

DipPFS

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Graeme Sturt

Graeme Sturt

Senior Wealth Planner

DipPFS

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Lisa Lloyd

Lisa Lloyd

Wealth Planner

BSc (Hons), DipFA

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Matt Eason

Matt Eason

Wealth Planner

DipPFS

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Max Jones

Max Jones

Wealth Planner

DipFA

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Mike Mason

Mike Mason

Wealth Planning Director

Dip PFS, Cert CII

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Patrick Naile

Patrick Naile

Wealth Planner

Dip PFS

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Paul Harsum

Paul Harsum

Senior Wealth Planner

Chartered Financial Planner, APFS

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Paul Mckie

Paul Mckie

Wealth Planner

Chartered Financial Planner, AFPS

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Richard Vessey

Richard Vessey

Wealth Planning Director

APFS, CFPCM

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Rob Jones

Rob Jones

Wealth Planning Director

DipPFS

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South West

Colin Sutton

Colin Sutton

Wealth Planning Director

DipPFS

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Dafydd Roberts

Dafydd Roberts

Senior Wealth Planner

BSc (Hons), DipFA

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David Beamish

David Beamish

Wealth Planner

DipPFS, Certs CII (MP & ER)

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Dean Scott

Dean Scott

Wealth Planner

BA (Hons), MBA, DipFA, MIFS

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Graeme Morrison

Graeme Morrison

Wealth Planner

Chartered Financial Planner, FCSI, Certified Financial Planner, BA (Hons)

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Rory Stuart

Rory Stuart

Wealth Planning Director

BA (Hons), CeFA, DipFA, MIFS

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Sam Hardy

Sam Hardy

Wealth Planner

DipPFS, Cert CII (MP & ER)

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Stuart Bourne

Stuart Bourne

Wealth Planning Director

Certified Financial Planner, BA (Hons) Econ, DipPFS

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William Baker

William Baker

Senior Wealth Planner

DipPFA, MIFS

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Midlands

Carl Hanson

Carl Hanson

Senior Wealth Planner

Chartered Financial Planner & Fellow of the Chartered Insurance Institute (FCII)

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Charles Landeman

Charles Landeman

Wealth Planner

Cert CII, Dip CII

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Christina Cotterill

Christina Cotterill

Wealth Planner

DipPFS

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Edward Kimpton

Edward Kimpton

Wealth Planner

APFS, Chartered Financial Planner, Graduated Member of The Later Life Academy

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Ian Cosnett

Ian Cosnett

Wealth Planning Director

DipPFS

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Jan Axten-Rice

Jan Axten-Rice

Wealth Planner

Chartered Financial Planner FPFS, CAifs

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Jeremy Matthews

Jeremy Matthews

Wealth Planner

DipPFS

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John Sitch

John Sitch

Wealth Planner

DipPFS

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Lisa Lee

Lisa Lee

Wealth Planner

DipPFS, Cert CII

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Steve Corrigan

Steve Corrigan

Wealth Planner

DipPFS

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North West

Ian Martin

Ian Martin

Regional Manager, North West

BSc (Hons), DipPFS

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Chris Edwards

Chris Edwards

Wealth Planner

Chartered Financial Planner, APFS, CFPCM

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Craig Miller

Craig Miller

Wealth Planner

Chartered Financial Planner BSc (Hons), FPFS, CFPCM

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Daniel Jones

Daniel Jones

Wealth Planner

DipFA

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Glyn T. Jones

Glyn T. Jones

Wealth Planner

DipPFS

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Gwilym Lloyd Jones

Gwilym Lloyd Jones

Wealth Planner

BSc (Hons), DipPFS

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James Evison

James Evison

Wealth Planner

BA (Hons), DipPFS

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James Herbert

James Herbert

Wealth Planner

BA (Hons), MA, DipPFS, APFS

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John Ridings

John Ridings

Wealth Planner

BA (Hons), DipPFS

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Matt Taylor

Matt Taylor

Wealth Planner

DipFA

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Meurig Hughes

Meurig Hughes

Senior Wealth Planner

DipPFS

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Sam Owen

Sam Owen

Wealth Planner

BSc Econ (Hons), DipFA

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Warren Goodwin

Warren Goodwin

Wealth Planner

BA (Hons), DipFA

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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.