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

Education minister: Student loan repayment threshold freeze did not break the system

Education minister: Student loan repayment threshold freeze did not break the system

‘These are design choices we have inherited’

Sophia Panayi
clock 11 June 2026 • 3 min read
WIFA entry tips from the judges: Insight into what makes a standout entry

WIFA entry tips from the judges: Insight into what makes a standout entry

Gillian Hepburn and Sam Slator in the studio

Professional Adviser
clock 10 June 2026 • 1 min read
Small firms to file accounts with Companies House from 2028

Small firms to file accounts with Companies House from 2028

Must file profit and loss accounts but can opt out of publication

Sophia Panayi
clock 10 June 2026 • 2 min read