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.

Solutions
Products
OneSIPP - the retirement solution that's big on choice and low on cost
Find out how your clients can benefit from no initial or annual SIPP charges.

Meet the Distribution Team

Lawrence Cook
Lawrence Cook
Head of UK Intermediary Distribution
View profile
Phil Valentine
Phil Valentine
Distribution Operation Manager
View profile
Bruce Coverley
Bruce Coverley
Account Director (East)
View profile
Steve Neal
Steve Neal
Account Director (South East Coast)
View profile
Grant Bentley
Grant Bentley
Account Director (South West)
View profile
Ian Hunter
Ian Hunter
Account Director (South)
View profile
Neil Parkinson
Neil Parkinson
Account Director (Midlands and North)
View profile
Joy Fraser
Joy Fraser
Strategic Partnerships Manager
View profile
Emma Phillips
Emma Phillips
Sales Support Executive
View profile

Knowledge Hub

Sanlam investment update - time to sell sovereigns

Sanlam investment update - time to sell sovereigns

Sanlam CIO Phil Smeaton assesses market conditions, the investment outlook and the resulting impact on our clients' portfolios in this month's investment update.
It was never about the product

It was never about the product

Lawrence Cook, Head of UK Intermediary Distribution, takes a closer look at what your clients really value.
The search for income – why investors should consider non-traditional strategies

The search for income – why investors should consider non-traditional strategies

Register to join our upcoming virtual Adviser Insights event.
President Trump's return to to the Oval Office

President Trump's return to to the Oval Office

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
The importance of careful stock-picking

The importance of careful stock-picking

Equity prices have recovered from the lows in March – a remarkable comeback amid so much uncertainty. But high valuations mean less opportunity for future returns and more risk for investors, so where do we go from here?
Sanlam to manage world’s first active global equity Shariah compliant ETF

Sanlam to manage world’s first active global equity Shariah compliant ETF

Almalia to launch the world’s first actively managed global equity Shariah compliant ETF on London Stock Exchange.
Not all doom and gloom for investors as US bids farewell to RBG

Not all doom and gloom for investors as US bids farewell to RBG

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Underweight Fixed Income? Why active beats passive in bonds

Underweight Fixed Income? Why active beats passive in bonds

Beset by ultra-low rates, many investors are questioning the value of maintaining allocations to traditional fixed income instruments. Against this backdrop, Peter Doherty offers insight into how active, non-traditional fixed income strategies offer the ability to deliver secure, positive real returns over the medium term, even in the event of modest interest rate increases.
Sanlam investment update - slim pickings as the recovery grinds on

Sanlam investment update - slim pickings as the recovery grinds on

Sanlam CIO Phil Smeaton assesses these conditions, the investment outlook and the resulting impact on our clients' portfolios in this month's investment update.
Protecting the investment interests of your SIPP clients

Protecting the investment interests of your SIPP clients

Given the importance of pension savings to the longer-term financial wellbeing of most clients, writing SIPP business on an ‘insured’ basis rather than a ‘trust’ basis can prove to be a prudent decision, and one that gives clients more protection and peace of mind over the longer-term.
 Sanlam Partnerships joins forces with retired rugby champion’s advice firm

Sanlam Partnerships joins forces with retired rugby champion’s advice firm

RMS Advisory, an advice firm founded by Rugby World Cup winner Francois Louw, has joined Sanlam Partnerships Ltd. Sanlam Partnerships, Sanlam’s network proposition for UK Authorised Representatives, will facilitate paraplanning and compliance support on behalf of RMS Advisory.
Looking micro, thinking macro

Looking micro, thinking macro

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Webinar - Monthly Markets and Investment Update

Webinar - Monthly Markets and Investment Update

On the second Thursday of each month, Sanlam's Chief Investment Officer, Phil Smeaton, discusses recent market developments, the outlook for investments and how we at Sanlam are navigating these themes within our portfolios.
UK house prices hit an all-time high

UK house prices hit an all-time high

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
This section of our website is intended for use by Professional Financial Advisers only. If you are a Professional Financial Adviser, please CONFIRM to continue. Please note past performance is no guide to future performance.

Please navigate to a service or product page and add the document to your brochure to continue.

Back
Name your brochure
Your details
Thank you!

Your brochure is on its way.

Brochure Confirmation - your brochure is on its way.

We hope you find this useful.

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