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Financial Advisers

Client Services Team

Meet the team...


The client services team are here to support you taking all forms of pre and post-sale enquiries including online portal support and product information.

The team will provide first response resolution wherever possible but most importantly the emphasis will be the provision of excellent customer service and building strong relationships with you.  
 
Operational hours for the team are Monday to Friday (excluding Bank Holidays) 9.00am to 5.00pm and they can be reached on 0117 975 2355 or alternatively please e-mail us clientservices@sanlam.co.uk

You can find the operational service standards for all of our Customer Services Teams here. 

Client Services Team

Chris Hicks

Chris Hicks

Head of New Business

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Ken Jones

Ken Jones

Client Services Supervisor

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Catherine Woodcock

Catherine Woodcock

Client Services Operator

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Craig Davies

Craig Davies

Client Services Operator

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James Trumper

James Trumper

Client Services Operator

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Jo Andrews

Jo Andrews

Client Services Operator

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Robert Tracey

Robert Tracey

Client Services Operator

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Simon Daw

Simon Daw

Client Services Operator

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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.