Sanlam launches free virtual financial consultation service

Sanlam on Demand

Sophie King
clock • 1 min read

National wealth management and financial advice firm Sanlam has launched a new initiative offering free virtual consultations with financial services experts.

Sanlam on Demand offers no-obligation virtual meetings on topics covering planning for retirement, getting finances in order, inheritance planning, protection and managing investments. The meetings will last around 30 minutes and users will be offered a same-day call back with a named Sanlam financial planner or portfolio manager. Sanlam Wealth Management division CEO John White said Sanlam on Demand was developed as a direct result of the "new normal" following the impact of Covid-19. "Giving people face-to-face access to the person managing their money is an important part of our...

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

FSCS forecasts levy drop to £247m in 2026/27

FSCS forecasts levy drop to £247m in 2026/27

Compensation payments of £267m anticipated

Sophia Panayi
clock 18 May 2026 • 2 min read
Origo launches LoA consortium with four major providers

Origo launches LoA consortium with four major providers

Aviva, L&G, Royal London and Scottish Widows

Jenna Brown
clock 18 May 2026 • 2 min read
Editor's view: Pensions IHT alarm bells – when people become process

Editor's view: Pensions IHT alarm bells – when people become process

The go-live date for inheritance tax (IHT) on unused pension funds is edging closer, and this week saw HMRC bring some clarity on what to expect.

Jen Frost
clock 15 May 2026 • 3 min read