At Sandgate Wealth Management we provide a friendly financial planning and financial advice service, to private individuals and business owners in the Farnham area and wider community. We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth. We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
Others have asked me in the past "what does a perfect client look like". My answer is always the same. I'm happy to work with anyone who is ready to engage in the financial planning process. The satisfaction comes from helping people, irrespective of their circumstances.
Others have asked me in the past "what does a perfect client look like". My answer is always the same. I'm happy to work with anyone who is ready to engage in the financial planning process. The satisfaction comes from helping people, irrespective of their circumstances.
Reviews (1)
Vicky McDaid
Aug 16, 2021
Report
Simon is highly professional and his advice is great quality.
Just over a year ago I met with Simon and discussed my various pension arrangements. Some of them from previous jobs were small and not doing very well. They were mostly in unmanaged average funds.
We discussed my options and I decided to transfer all of my pensions under one roof, this process was extremely easy to do with Simon taking care of the transfer.
We discussed my attitude to risk and invested the funds in the most appropriate portfolio. I am very happy as all of these funds are actively managed which means that an expert
Just over a year ago I met with Simon and discussed my various pension arrangements. Some of them from previous jobs were small and not doing very well. They were mostly in unmanaged average funds.
We discussed my options and I decided to transfer all of my pensions under one roof, this process was extremely easy to do with Simon taking care of the transfer.
We discussed my attitude to risk and invested the funds in the most appropriate portfolio. I am very happy as all of these funds are actively managed which means that an expert
