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

Lifting the lid on company earnings

Lifting the lid on company earnings

Welcome to our weekly newsletter, where we summarise the key market developments
Vaccine boost as investors pushed towards risk

Vaccine boost as investors pushed towards risk

Welcome to our weekly newsletter, where we summarise the key market developments
The beauty of craft is its ability to evolve and respond with time

The beauty of craft is its ability to evolve and respond with time

We interview Collect Open 2020 exhibitor, Paula Robson.
Can investors trust the media?

Can investors trust the media?

Investors are swamped with tips in newspapers, on television and online, but are media pundits worth their salt? Sanlam investigates.
Have government bonds lost their mojo? Sanlam investment update

Have government bonds lost their mojo? Sanlam investment update

Have government bonds lost their mojo? Sanlam CIO Phil Smeaton addresses this, the performance of other asset classes and the outlook for investors as the UK reopens for business.
Sanlam UK welcomes new global equity income team headed by Mark Whitehead

Sanlam UK welcomes new global equity income team headed by Mark Whitehead

Martin Currie global equity income team to join Sanlam at the end of 2020. The move supports our ambition to expand our investment offering for clients.
Reporting season gets underway, starting with U.S banks

Reporting season gets underway, starting with U.S banks

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Masters of their craft

Masters of their craft

The Collect Open 2020 exhibition, at the International Art Fair for Craft and Design, sponsored by Sanlam promoted the best contemporary art and craft, but there are concerns the UK’s craft skills could be under threat.
Economies playing catch up

Economies playing catch up

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
Sanlam secures third High Growth Portfolio Performance win at the 2020 PAM Awards

Sanlam secures third High Growth Portfolio Performance win at the 2020 PAM Awards

For the third year running, we have scooped the High Growth Portfolio Performance award for our Global Equity capability at the annual Private Asset Management (PAM) awards.
Creating something permanent from something transitory

Creating something permanent from something transitory

Following our sponsorship of Collect Open, we talk to Julia Griffiths Jones, one of the exhibitors – a renowned artist based in Wales, who pulls most of her inspiration from her global travels and the beauty of locally produced textiles.
Entrepreneurs relief reform explained

Entrepreneurs relief reform explained

The reform to entrepreneurs relief will leave some business owners paying more tax. What do the changes mean for you?
Stock market pushes higher, fuelled by vaccine hopes

Stock market pushes higher, fuelled by vaccine hopes

Welcome to our weekly newsletter, where we summarise the key market developments over the last seven days.
A remarkable recovery, but are we out of the woods yet?

A remarkable recovery, but are we out of the woods yet?

Even the most seasoned investor will admit that the recovery in equity and fixed income markets over recent weeks has been surprisingly fast. But with market volatility still at large, how confident should investors really be feeling?
“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.