Sandringham launches acquisition strategy for retiring advisers

Hopes for 10 retiring advisers per year

Hannah Godfrey
clock • 2 min read

Sandringham Financial Partners has launched its Partner Acquisition Programme designed for advisers retiring from the profession.

Sandringham CEO Tim Sargisson (pictured) described the new proposition as "unique", and said it would mean minimal upheaval and impact on clients while also remunerating advisers well into their retirement. Many retiring advisers face mass asset migration for their clients who need to re-platform upon their adviser's retirement, such as in cases where independent firms are sold to restricted consolidators. Under the Partner Acquisition Programme, however, clients' investments can be left alone where they are deemed to be appropriate, rather than transitioning a portfolio to a mandated...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

CII: Vulnerable client management is 'an opportunity for growth'

CII: Vulnerable client management is 'an opportunity for growth'

Firms can expand potential client bases

Isabel Baxter
clock 07 April 2026 • 2 min read
Common language used by advisers triggers anxiety and distrust among retirees

Common language used by advisers triggers anxiety and distrust among retirees

Product-led communication one of the biggest drivers of mistrust

Laura Purkess
clock 01 April 2026 • 1 min read
Advisers: Are you even taking your own advice?

Advisers: Are you even taking your own advice?

Exploring the expenditure consolidation conversation

Nick Ryan
clock 25 March 2026 • 4 min read