Planning for life events


We don’t always know what the future holds, but we can make sure our finances are prepared for whatever happens. We provide financial care for every stage of your life, whether you’re planning to get married, buy a home, saving for education fees or planning your retirement.

We’ll work with you to decide what’s most important and arrange your money so that you and your loved ones can enjoy a secure future. Follow the below icons to learn more about some of the major life events we can help you prepare for.

A service that’s right for you


Managing money isn’t just about the markets or computer algorithms, it’s about people too. That’s why our whole approach is based on understanding your unique requirements. Only then will we craft a service that works for you. This highly personalised approach to creating wealth is what gives us the name Wealthsmiths.

Whether you’re seeking to invest for the long-term or need advice on a mortgage or an insurance policy, we will work with you to create the service you want. Learn more about some of the services we help can help you with.

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Knowledge hub

UK digital tax plan draws US ire post image

UK digital tax plan draws US ire

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
In focus: investment bonds and collective investments post image

In focus: investment bonds and collective investments

Julia Peake, Sanlam UK, discusses the key tax considerations and benefits of investment bonds (onshore and offshore) versus collective investments, given some recent changes that may affect your client recommendations.
7 tax breaks you can't afford to miss post image

7 tax breaks you can't afford to miss

The government offers many incentives to encourage people to do everything from save for old age to claim tax relief. Learn more about a few that you might be entitled to!
Getting divorced? How to protect your pension post image

Getting divorced? How to protect your pension

Known as ‘divorce month’, lawyers across the country report more people filing for divorce in January than any other month of the year.
US-China trade deal post image

US-China trade deal

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Veganism comes of age post image

Veganism comes of age

With the meat-free market expected to hit £658 million by 2021, this article investigates why the plant-based movement is becoming so popular.
Prelude to war or geo-political chess post image

Prelude to war or geo-political chess

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
The global economic outlook for 2020 post image

The global economic outlook for 2020

As we enter a new year and a new decade, Philip Smeaton, Chief Investment Officer at Sanlam, discusses his immediate and longer-term views of the markets, and what it will mean for investors.
Six things to know before drawing your pension post image

Six things to know before drawing your pension

While your pension savings will play a large part in your life beyond retirement, there are some very important things you need to be aware of before you access them.
“We believe there is no greater responsibility than helping people to achieve their financial goals.”
Jonathan Polin CEO, Sanlam UK

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