Over the past century, Sanlam has been helping people, businesses and charities protect and grow their money, allowing them to get on with life and look forward with confidence.

We believe passionately that managing money isn’t just about the markets or computer algorithms – it’s about people too. That’s why our whole ethos is based on understanding your requirements and developing a plan that gets you to your financial destination.

People come to us when something has happened in their lives or is about to happen. They have received an inheritance or financial settlement. They are thinking about retiring or have recently retired. They want to find a tax-efficient way to pass on wealth to their family. Their personal circumstances have changed. Whatever the reason, our financial planning and investment experts help them achieve their goals.

 
Products and services

Wealth planning advice

  • Investment planning

  • Retirement planning 

  • Family protection

  • Inheritance tax planning

  • Mortgage planning

  • Employee benefits advice

Investment solutions

  • Dynamic risk management

  • Discretionary and advisory portfolio management

  • Stockbroking services

  • Risk-targeted model portfolios

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The value of investments and any income from them can fall and you may get back less than you invested.