Marlow-based IFA first to join Sanlam partnership programme

Ergowealth, which provides investment and lifestyle financial planning services to private clients, businesses, charities, accountants and solicitors, is looking to build its presence across Southern England. Launched in 2017, Sanlam Partnerships was set up to allow adviser firms to take advantage of the benefits of the wider Sanlam Group, such as its investment proposition and specialist technical knowledge. The partnership programme will allow Ergowealth to retain ownership of its business and its clients while the firm's advisers will draw on Sanlam's HR, IT and compliance resource...