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Financial Advising Services

Sanctuary Wealth Planning

Sanctuary Wealth Planning is a financial advising company based in Rookley, England. They offer a range of financial services to help clients plan and manage their finances. Their expertise includes financial advising services and other related financial services.

Introduction to Sanctuary Wealth Planning

Sanctuary Wealth Planning is a financial advising services company that was founded in 2017. The company's purpose is to help individuals and families achieve their financial goals through personalized planning and investment management. What makes this company unique is their commitment to providing unbiased advice and transparent communication with their clients.

Services & Products

Sanctuary Wealth Planning offers a variety of financial services to their clients, including retirement planning, tax planning, estate planning, and investment management. They work with clients to create customized financial plans that align with their specific goals and needs. Additionally, the company offers ongoing portfolio management to ensure that their clients' investments are performing optimally over time.

Location

Located in Rookley, England, Sanctuary Wealth Planning is situated in a peaceful area surrounded by natural beauty. The nearby businesses are mainly small independent shops and cafes, and visitors can expect a relaxed and friendly atmosphere. The closest public transportation options are the Romsey train station (6 miles away), the Redbridge Park and Ride (5.6 miles away), and the Southampton Airport Parkway train station (9 miles away).

Benefits

Sanctuary Wealth Planning sets themselves apart from other financial advising services companies by providing personalized and unbiased advice to their clients. They believe in transparency and open communication, which allows their clients to feel confident in the decisions they make with their money. Additionally, the company offers ongoing portfolio management to ensure that their clients' investments are performing optimally over time.

Good to Know

Customers should be aware that Sanctuary Wealth Planning requires a minimum investment of £250,000 in order to become a client. This ensures that the company is able to provide the personalized attention and service that their clients deserve.

Reviews

Sanctuary Wealth Planning has received positive reviews from their clients, who praise the company for their personalized service and transparent communication. Clients appreciate the customized financial plans that are tailored to their individual needs and goals. Many clients also appreciate the ongoing portfolio management that ensures their investments are performing optimally over time.

Amenities

  • amenity
    free consultation
  • amenity
    online services
  • amenity
    investment advice
  • amenity
    retirement planning
  • amenity
    tax planning
  • amenity
    insurance services
  • amenity
    asset management
  • amenity
    budgeting assistance
  • amenity
    debt management
  • amenity
    credit counseling
  • amenity
    estate planning

FAQ

What is your experience and qualifications in providing financial advising services?

At Sanctuary Wealth Planning, we have a team of highly qualified and experienced financial advisors who hold relevant certifications and licenses. Our advisors have years of experience in providing financial advising services to clients, and we continuously invest in their professional development to ensure they are up-to-date with industry trends and best practices.

What types of financial services do you offer?

We offer a wide range of financial services, including investment planning, retirement planning, education planning, estate planning, tax planning, insurance planning, and more. Our services are designed to help clients achieve their financial goals and secure their financial future.

How do you customize your services to meet individual client needs?

We understand that every client is unique, and their financial needs and goals are different. That's why we take a personalized approach to our services and tailor them to meet individual client needs. We gather information about the client's financial situation, goals, and risk tolerance to develop a customized plan that suits their needs.

How do you charge for your services and what are the fees?

We offer fee-based services and charge a percentage of the assets under management. The fee varies depending on the type of service and the size of the client's portfolio. We are transparent about our fees and will provide a detailed breakdown of the costs before any work is done.

What is your process for monitoring and adjusting investment portfolios?

We have a rigorous process for monitoring and adjusting investment portfolios. We regularly review the portfolio performance and make adjustments based on market trends, economic conditions, and the client's financial goals. We also communicate with clients regularly to keep them informed about their portfolio's performance and any changes made.