Director of Randall Wealth Management based in Norfolk, a Senior Partner Practice of St. James's Place Wealth Management. Sandie provides advice to clients in East Anglia and more widely throughout London and the South East.
Sandie has focused on developing specialist knowledge and achieved Chartered Financial Planner status in June 2019. All Chartered Financial Planners have completed degree level professional qualifications and have at least 5 years’ relevant professional experience. They adhere to a code of ethics and commit to ongoing professional development.
Sandie takes the time to really get to know her clients, building a relationship based on trust and an in depth understanding of their personal circumstances. This allows her to provide a bespoke and high level personal service that helps clients secure the financial future that they are looking for. Sandie also works closely with other professionals such as accountants and solicitors to ensure her clients receive the best and most comprehensive advice available. The level of satisfaction may be judged by the fact that her clients and professional contacts are keen to recommend their family, colleagues and friends to her.
Sandie’s areas of advice include:
Sandie is committed to ensuring that her industry knowledge remains relevant and current by placing strong emphasis on her personal development, This, along with her pride and dedication that she places on developing solid personal relationships with her clients, ensures that she is able offer a rounded, professional and principled service. Sandie has over 20 years experience in the wealth management industry.
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...
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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.