Why join Sandringham?

When we talk to independent financial advisers, their reasons for moving are often driven by;

  • A desire for a simpler life, more time with clients and less paperwork
  • Not receiving the levels of support they need or expect from their current network
  • Their frustrations with restrictive propositions, out-of-date tech and too little transparency for clients
  • Their ambition to grow their practices and achieve personal career aspirations
  • A need for greater support with compliance, paraplanning, processes and Consumer Duty
Like to find out more?

Keep me safe

  • Backed by the size and scale of M&G, a securely funded, FTSE 100 company with a proud history of supporting UK clients, we’re fully committed to helping you deliver truly independent financial advice
  • We’ll take the pressure of regulatory reporting off you, manage contact with the regulator on your behalf and take responsibility for SMCR and AR monitoring too
  • We’ve a common sense approach to compliance with access to technical specialists and the right tools for the job to enable you to provide advice to your clients safely and with confidence
  • Our centrally-produced annual review service takes care of MiFID II, PROD and provides evidence to help you meet your consumer duty obligations

Support me

  • We’re here to offer comfort and reassurance when you make the leap to Sandringham. Our extensive induction course provides the foundations you’ll need to start your advice journey with Sandringham with confidence
  • You’ll enjoy dedicated 1:1 support from our Operations and IT teams for the first six months to help smooth the transition for you and importantly, your clients
  • Our head office has you and your clients best interests at its heart, going the extra mile to offer the support you need to deliver against their own unique priorities and objectives
  • While leaving the industry can be daunting, our team, knowledge and processes will help you say goodbye when the time is right, and on your own terms, ensuring your clients are left in safe hands

Help me grow

  • We offer a comprehensive program of business development activities to enable you to explore more areas of financial advice
  • We’re committed to having the latest and most innovative technology and systems to drive efficiency into the advice journey
  • We’ve an extensive researched and approved investment offering giving you access to WOM Investment, Mortgages, Protection and platform choice
  • Our internal acquisition opportunities mean you can choose to expand your client base and business scale through internal buy-outs and the M&G Academy graduation programme

We’d love to speak with you about joining our advice team

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