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Financial advisers who want to free themselves from many of today’s regulatory and administrative burdens while retaining ownership of their businesses can take advantage of the Sanlam Partnerships programme. Available to both independent and restricted firms, this initiative provides access to a wide range of specialist outsourced services, from compliance to investment management.

Advisers throughout the UK are benefiting from this partnership approach, which allows them to focus on what they do best – building and managing relationships with clients as well as growing their assets under management. For business owners who want their younger partners to take control, we also provide succession finance.
 

The freedom to grow


We know that to run a successful independent financial advice business today requires access to flexible solutions. To support your growth, we offer a wide range of outsourced investment products and services:

  • Managing conduct risk

    • Compliance support and monitoring

    • Research into products and funds

  • Delivering better client outcomes:

    • Paraplanning administration

    • Technical support and advice

    • Training

    • A centralised investment proposition

    • Product solutions and funds

  • Business support and growth opportunities:

  • Training

    • Business consultancy

    • Recruitment

    • Finance

Why work with Sanlam Partnerships?
 

You retain control of your business and retain your brand name – after all, it’s your expertise and relationships with clients that have made your business the success it is today. Backed by the financial stability and global resources of the Sanlam Group, we offer the support that can take you even further.

We’re always looking for high-quality businesses with the vision and drive to increase their scale, profitability and value. Whether you’re looking for a comprehensive range of services or just compliance support, we can create a partnership package that’s right for you and your clients.

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