We follow the tried and tested formula designed to help us fully understand what you need, and the best way to achieve it. Our four-stage process is what we like to call the ‘Sandringham Way’.
- Discovery & assessment – to find out more about you and your needs.
- Research & recommendation – to make certain our suggested financial plan meets your objectives.
- Implementation – to make sure your plan is both agreed and made ‘live’ in a hassle-free way.
- Review & administration – to ascertain if changing market conditions or personal circumstances require a shift in thinking.