Sandringham Financial Partners - Darlington - Darlington

Paul W

Rachel has been supporting me with my pension and financial planning for many years now, I wouldn't trust anyone else.

We have a great working relationship with full understanding of my wants, needs and lifestyle priorities - this really helps when discussing the 'what ifs' going forward.

Rachel is always responsive to my questions with comprehensive and inciteful answers and proactive in contacting me regularly or when plan milestones are reached.

Highly recommended.

Valerie Barker

I got in touch with Rachel Denham last year during the first lockdown in connection with my two private pensions. I needed to have these pensions in one pot and did not have a clue how to go about doing it. Rachel came out to my house and advised me the best way to do this. I left this in her very capable hands and a few weeks later my two private pensions were amalgamated into one pot and ready for me to use when needed. Rachel is very friendly, professional and efficient and I can't thank her enough for sorting this problem out for me.

Nick B

Tris has been managing my retirement savings for several years now and has done an excellent job of consolidating everything and planning for when I retire next year. Having worked abroad for 20 years I had a range of savings and investments scattered across different countries.Tris has done a great job of pulling these together and simplifying them into a set of investments designed to meet my retirement goals and giving me the confidence to retire knowing the these are being well managed. Would happily recommend his services.

alan ball

My financial advisor Rachel is very professional and explains everything so I am fully aware of what is happening with my pension pot, fluctuating markets are explained and I am always put at ease by Rachel. I have friends who also use Rachel as their advisor and all find her professional and very knowledgeable.

Rosie

Tristan has provided me with excellent guidance regarding my investment portfolio. His advice was tailored to my needs, and he took the time to explain the pros and cons of various options. Wouldn’t hesitate to recommend his services.