Who we are
At Sandmartin Financial Advisers the foundation of our service is a focus on highly personalised ﬁnancial planning, underpinned by over 50 years combined experience and a high level of professional qualiﬁcations.
We work closely with our clients to help them to understand their aims, goals and objectives. We then develop individual tailored plans to help realise them.
We believe that this approach of trust and joint responsibility, supported by regular reviews and contact, ensures that our clients have the opportunity to achieve their aspirations through the effective management of their ﬁnances.
What we do
Our service is built around comprehensive ﬁnancial planning and sound investment principles. By exploring your goals and objectives we can tailor a ﬁnancial strategy speciﬁc to your needs.
Our ﬁnancial planning process is broken down into a series of stages which focus on ensuring your life aspirations and the investment of your money are carefully aligned.
Having completed a detailed review of your current position and arrangements, we will provide you with speciﬁc recommendations and explain the beneﬁts and risks associated with the approach we have suggested.
If you are happy with our recommendations we will help you complete the relevant paperwork and put your ﬁnancial plan in place.
As your aspirations evolve in your life, so should your ﬁnancial plan and we will be on hand to review this with you on a regular basis, should you choose.
We take great pride from this approach and the fact our business is largely built on referrals made by existing satisfied clients, who continue to achieve their goals using this process.