While no two financial advisers are the same, they all want the same things for their clients: high quality products and services from a wealth manager they can trust.
 
We work with financial advisers across the UK – from local firms to large national networks – and our approach is one of partnership. Everything we do is designed to make life easier for you, allowing you to spend more time with your clients and running your business. As well as focusing on consistent investment performance, we can support you with timely economic and market updates, and regularly provide our thoughts on new legislation.  We are also able to provide a completely bespoke way of reporting and pride ourselves on high quality efficient administration and communication.

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Sanlam UK acquires Blackett Walker Limited post image Sanlam UK acquires Blackett Walker Limited
Sanlam UK, part of international financial services group Sanlam Ltd, today announces the acquisition of independent financial planning and employee benefits firm Blackett Walker Limited.
More of the same, but signs of a slowing economy post image More of the same, but signs of a slowing economy
Markets composed themselves in March, as the US Federal Reserve (Fed) capitulated to demands to pause the interest-rate hiking cycle and investors’ fears about economic growth receded. In contrast to the abrupt change of heart by Chairman Jerome Powell, our investment strategy and views on the underlying economy are unchanged. 
2019 Private Asset Management (PAM) Awards  post image 2019 Private Asset Management (PAM) Awards
Sanlam last night scooped the ‘Investment Performance: High Growth Portfolio’ award at the annual Private Asset Management (PAM) awards. It is the second year running Sanlam UK has won in this category.
End of tax year planning post image End of tax year planning
As we approach the end of another tax year, Julia Peake from Sanlam discusses what you need to look out for to ensure clients remain on track.
End of tax year – time is ticking post image End of tax year – time is ticking
Tax year end is fast approaching and we’re here to support you and your clients at this busy time. We’ve outlined the important deadlines for sending us applications and other top-ups to ensure your clients’ money is invested for this tax year.
Market Outlook: March post image Market Outlook: March
Since the Federal Reserve (Fed) paused interest rate hikes, markets have been taking a ‘wait-and-see’ approach, leading to a recovery in equity valuations and a period of relative calm. But with inflation pressures still evident in both the US and UK, and the outlook for growth looking uncertain, our focus is on three potential scenarios as the year progresses.
5 reasons why you should use your ISA allowance post image 5 reasons why you should use your ISA allowance
The Individual Savings Account (ISA) allowance rose to £20,000 in the last tax year (2017-18), by far its most generous level since the ISA was launched 20 years ago. But are you making the most of this allowance? And if not, why not?
Is it possible to avoid Inheritance Tax? post image Is it possible to avoid Inheritance Tax?
Most people accept that tax is a fact of life, and that while there might be ways to minimise it, the more you earn, the more you owe. But when it comes to Inheritance Tax (IHT), many clients feel a sense of injustice. After all, they’ve dutifully paid their taxes, and diligently saved so as not to be a burden on the state.
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The value of investments and any income from them can fall and you may get back less than you invested.