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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The after effects of the US ‘sugar rush’ post image The after effects of the US ‘sugar rush’
We’ve all experienced the consequences of a sugar rush: lethargy, sluggishness and plenty of volatility. But can the same principles be applied to economies and their own versions of artificial stimulus?
Changes to the ISA regulations from 6 April 2018 post image Changes to the ISA regulations from 6 April 2018
Previous complicated rules and lack of general understanding about ISA legislation in the event of the death of an ISA holder means spouses/civil partners do not always utilise the ISA Additional Permitted Subscription (APS) they are entitled to on the death of the first spouse/civil partner.
Sanlam UK’s Hannah Gooch-Peters receives Young Investment Woman of the Year Award  post image Sanlam UK’s Hannah Gooch-Peters receives Young Investment Woman of the Year Award
Hannah Gooch-Peters, Investment Operations Analyst at Sanlam UK, has been named Young Investment Woman of the Year at the Investment Week Women in Investment Awards.
Why Brexit needn’t keep us awake at night post image Why Brexit needn’t keep us awake at night
How we feel about Brexit very much depends on one’s perspective. Regardless on the lens through which you view this fascinating chapter in our country’s history, one thing remains true - since the day of the referendum itself, there is very little most of us can do to control the outcome.
Capital protection is key as global growth slows post image Capital protection is key as global growth slows
As 2018 draws to a close, we’re taking a slightly more defensive position on behalf of our clients, with capital protection underpinning many of our investment decisions. Here we explain why we’ve further reduced our exposure to equities, and what we see as the key risks to economic growth going forward.
Autumn Budget 2018 post image Autumn Budget 2018
Despite Halloween looming, there was no Hammond House of Horrors. The Chancellor’s third Budget confirmed two things we already knew: more money for the NHS and a promise of more spending to end austerity.
Rising bond yields: Friend or foe? post image Rising bond yields: Friend or foe?
Traditionally, when bond yields rise equity markets fall as investors take advantage of higher returns for less risk. And in the last few weeks, we’ve seen just that. US interest rates increased, bond yields followed suit and equity markets became agitated.
Sanlam recruits Richard Pursglove as Head of Distribution post image Sanlam recruits Richard Pursglove as Head of Distribution
Sanlam UK, part of global financial services group Sanlam Ltd, today announces the appointment of Richard Pursglove as Group Head of Distribution.
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The value of investments and any income from them can fall and you may get back less than you invested.