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Financial Advisers

Welcome to Sanlam Partnerships 

A message from Jonathan Polin

 

A warm welcome to members of Tavistock Financial Limited.  As of 23 October 2017 Sanlam UK received authorisation from the FCA to proceed with change in control. The business will be renamed Sanlam Partnerships. To find out more please read our press release.  We’re really looking forward to working with you and delivering a high quality service to you and your clients.  
 
Sanlam Partnerships is a way for adviser firms to leverage the benefits of the wider Sanlam Group, while retaining ownership of their business and their clients. The initial response has been hugely positive and these first steps have allowed us to accelerate this concept, putting us in a strong position to continue to bring on-board the high quality adviser firms.
 
To help provide you with the right level of support we have created two distinct offerings:

  1. as a Member and
  2. as a Partner

If you have any questions or would like to discuss this opportunity please email us.

Members

 

Sanlam Partnerships is a hybrid network offering solutions and assistance to advisory practices throughout the UK.  We recognise and understand advisory business needs and requirements and provide flexible solutions. Respecting your independence allows you to focus on the areas of your business that you enjoy most and are, of course, probably best at.
 
We are an organisation built on a strong foundation of shared vision and values and we want you to be part of it.  We wish to achieve excellence; by instinctively knowing and doing what is right; by always putting your client needs first.

  • Sanlam Partnerships supports both independent and restricted business models
  • Monthly fee collected by direct debit
  • Income received direct to your bank account
  • Regulatory responsibility and reporting sits with the Principal, not you the Appointed Representative, leaving you to concentrate on your clients
  • Provision of client management system (Intelligent Office)
  • Online CPD testing and register
  • FCA, FOS and FSCS fees are allocated and apportioned to you at cost
  • PII costs inclusive in network fees
  • Compliance and governance oversight
  • Technical support
  • Regulatory approval
  • Provision of key documents – example fact finds and template Suitability Reports
  • Access to IT and HR functions

Here’s a reminder of some Frequently Asked Questions you may have already seen and others that we think would be useful. 

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.