Providing advice since 2005 to customers who want to live their best life.
With over 30 years of experience in financial planning and business strategy, we can help you achieve anything and everything you can wish for. Perfect when you want to make sure your life and business are taken care of the right way. And because we’re real people just like you, we know how important it is to have peace of mind when it comes to your finances.
To make sure we always deliver a service we’d use ourselves, we’ve built our approach on 5 core values:
Trust
We keep things simple and transparent because you need to know your advisor is always on your side.
Expertise
We offer a proven track record as a team of chartered planners, chartered wealth managers and a certified financial planner.
Community
We care about the wider community and always aim to give back, make a difference and help in every way, shape and form.
Are your existing financial plans, pensions and investments achieving what you want them to?
How do we work?
Our proven 5-Point Annual Wealth Management Service always goes the extra mile so you can live your life your way.
Sanctuary 5 point annual wealth management service
MEET OUR TEAM
Great service provided by the team. Really competitive mortgage rates and a professional and efficient service. SFP definitely took the stress out of finding and organising our new mortgage deal. Would happily recommend the service to others. Thank you.
Anonymous
Our professional team are here to help you with any questions or concerns
Financial planning can be complicated. We strive to simplify the process so you have less stress and worries. Complete the form below and a member of our team will be in touch soon.
