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

SFO secures six-figure confiscation order against Axiom Legal Financing fraudster

SFO secures six-figure confiscation order against Axiom Legal Financing fraudster

David Kennedy is currently serving an eight-year prison sentence

Sahar Nazir
clock 22 December 2025 • 1 min read
Private markets push meets adviser pragmatism: 'Real shift will come when advisers are empowered, not pressured'

Private markets push meets adviser pragmatism: 'Real shift will come when advisers are empowered, not pressured'

Higher proof-of-value demands and operational challenges keep private markets on margins of UK advice portfolios

Sahar Nazir
clock 19 December 2025 • 9 min read
Feel Good Friday: Tyndall Partnerships supports charity drive delivering Christmas aid to over 500 families

Feel Good Friday: Tyndall Partnerships supports charity drive delivering Christmas aid to over 500 families

Business development exec Lawrence Patrick joined charity The Mehiel Foundation

Professional Adviser
clock 19 December 2025 • 1 min read