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:
Mark has a wealth of experience from Retail, customer service and auditing backgrounds having worked in both store and area leadership roles with brands including WH Smith, Clarks Shoes, Tommy Hilfiger and Apple.
Mark is the first point of contact for the practice, and his main responsibility is to provide a timely and efficient support service to our clients. He manages the diary and appointment schedule and the day to day running of the business, including liaising between clients and companies that we use to provide bespoke client services. Mark’s responsibilities also include delivering a continuous high level of compliance.