How we help you

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.

 

Want to know more?

Call us for a friendly chat on 01382 808 080 or email: plan@sonaswealth.com