Welcome to our library

You’ll find lots of useful information and comment in our Sandringham Partner Library – literature (client and adviser facing), KIIDs, white papers, blogs, videos and much more.

CLIENT LITERATURE

Investment Proposition Brochure

PDF - 1.07 MB

Client Agreement

PDF - 1.08 MB

Client Agreement - Mortgage and Protection

PDF - 1.44 MB

NEWSLETTERS

Examples of client facing Newsletters sent to Sandringham clients

220413 News In Review

PDF - 127.09 KB

220406 News In Review

PDF - 114.33 KB

Spring Statement 2022

PDF - 858.54 KB

220330 News In Review

PDF - 106.14 KB

220323 News In Review

PDF - 134.45 KB

NEW PARTNER LITERATURE

Sandringham in Summary

PDF - 505.64 KB

Old Style Network vs New Style Partnership

PDF - 168.36 KB

Sandringham Paraplanning

PDF - 1.42 MB

CLIENT GUIDES

An Introduction to Home Insurance

PDF - 376.10 KB

An Introduction to Inheritance Tax

PDF - 468.73 KB

An Introduction to ISAs

PDF - 368.18 KB

An Introduction to Life Insurance

PDF - 339.93 KB

An Introduction to Pensions

PDF - 430.80 KB

An Introduction to Mortgages

PDF - 369.18 KB

An Introduction to End of Tax Year Planning

PDF - 1,001.69 KB

An Introduction to Equity Release

PDF - 348.16 KB

An Introduction to Investing for Children

PDF - 353.15 KB

An Introduction to Intergenerational Financial Planning

PDF - 343.82 KB

An Introduction to Sustainable and Ethical Planning

PDF - 286.08 KB

An Introduction to Tax Planning

PDF - 386.42 KB

An Introduction to Retirement Planning

PDF - 816.92 KB

Investing from the Long Term - Lessons from the Past

PDF - 143.91 KB

Investing In Times of Uncertainty

PDF - 221.93 KB

The Value of Financial Advice

PDF - 158.60 KB

VIDEOS

 

BLOGS

If you would like to read our latest blogs

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