About us

Planning for a secure future whether for yourself, your family, or your business is one of the most important steps you will ever take. It is advisable to regularly review your financial situation, especially if there any changes to your circumstances; starting a family, changing jobs, starting your own business, receiving an inheritance, retiring, needing care later in life. A review of your goals is crucial.

Sandie’s specialties are:

  • Retirement Planning and advice at Retirement
  • Inheritance Tax Planning
  • Long Term Care- Later Life advice including Care Fees planning
  • Preserve Assets for long term security Investments-Building and Preserving Wealth
  • Protection-against sickness and/or death-Personal or Business

Sandie’s philosophy focuses upon maintaining a long-term trusted relationship with clients showing distinct quality and integrity. This in turn gives both private and business clients financial peace of mind. This level of satisfaction may be judged by the fact that many new clients come to her as a result of personal recommendation by existing clients.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

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We have been with St. James's Place since 2006, and Sandie has looked after my finances, along with my wife's and my late mother with professional aplomb since 2008. She has recently dealt with my mother's probate and inheritance tax matters, liaising with my solicitors at an extremely difficult and...
Peter Burgess |Retired Accountant, Sheringham
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Randall Wealth Management Ltd is registered in England and Wales, Number 5208235. Registered Office: 9 Buccaneer Way, Hethersett, Norwich, NR9 3QJ.