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.

Which service are you looking for?

Knowledge Hub

Further COVID-19 vaccine breakthroughs

Further COVID-19 vaccine breakthroughs

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
The magnificent Chinese recovery

The magnificent Chinese recovery

The irony will not be lost on many. If China’s recent forecasts are anything to go by, it looks set to become the only economy in the world to see positive economic growth in 2020. But how did the Chinese recover so quickly from the Covid-19 crisis, and what does it mean for investors?
Sanlam investment update - the path ahead

Sanlam investment update - the path ahead

Sanlam CIO Phil Smeaton assesses market conditions, the investment outlook and the resulting impact on our clients' portfolios in this month's investment update.
Investment Scams: What You Need to Know

Investment Scams: What You Need to Know

Sophisticated criminals are taking advantage of current uncertainties and ramping up their efforts to exploit people. Even experienced investors can fall victim to scammers.
Value returns, Cummings goes

Value returns, Cummings goes

Welcome to our weekly newsletter, where we summarise the key market developments
US turns green as Biden wins the election

US turns green as Biden wins the election

The green economy and global climate change could be the biggest winners as Joe Biden holds his position in the polls and pulls off one of the most divisive presidential elections in recent history.
Biden on course for victory

Biden on course for victory

Welcome to our weekly newsletter, where we summarise the key market developments
 Positioning portfolios for uncertain times ahead

Positioning portfolios for uncertain times ahead

When it comes to building a balanced and diversified portfolio, it seems 2020 has torn up the rulebook. Despite a global recession and a second wave of coronavirus equities are riding high, making it hard for investors to find growth opportunities within acceptable risk parameters.
Cool heads needed amid volatile earnings season

Cool heads needed amid volatile earnings season

Welcome to our weekly newsletter, where we summarise the key market developments
Ten reasons why the state pension is not to be sniffed at

Ten reasons why the state pension is not to be sniffed at

For the first time in nearly 100 years, the state pension age has increased beyond 65 to 66 years old. Changes to the state pension can prove to be an emotive subject for the electorate, and no wonder. Here are ten reasons why it remains such a valuable national institution.
Wales moves to firebreak lockdown as markets slow

Wales moves to firebreak lockdown as markets slow

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
The importance of a good charity investment policy statement

The importance of a good charity investment policy statement

Sanlam Senior Portfolio Manager Paul Stevens discusses how a charity’s investment policy statement can play an important role in managing your charity’s money effectively while demonstrating good governance.
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.
London due for Tier 2 COVID-19 restrictions this weekend

London due for Tier 2 COVID-19 restrictions this weekend

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
“We believe there is no greater responsibility than helping people to achieve their financial goals.”
Jonathan Polin CEO, Sanlam UK

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.