Who are our clients? Quote from the Director, Simon Latham:
Others have asked me in the past “what does a perfect client look like”. My answer is always the same… I’m happy to work with anyone who is ready to engage in the financial planning process. The satisfaction comes from helping people, irrespective of their circumstances. For this reason, Sandgate Wealth Management’s client base is a broad church; from individuals who would like advice on buying a small annuity, to ultra-high net worth clients with very complex financial planning needs.
Our ultra-high net worth service is delivered in conjunction with the St James’s Place plc Private Client Team. Please get in touch if you’d like to learn more.