Corporate
Protect your company's financial future and mitigate risks with our professional advice
Smarter company planning changes everything
We’re business owners just like you, so we know there are never enough hours in the day. But we also know that if you hire the right experts, you can feel like you’re adding hours to your day with nothing but a few quick calls. Like the sound of that? Thought you might…
One day it could be more tax efficient planning, the next day it could be structuring workplace pension schemes and employee incentive schemes without losing sight of the complex world of commercial property management. No matter what you need an expert helping hand with, we’re always right here.
By working on your business as if it were our own, we take care of the hard work so you don’t have to. Just what you want to hear when it’s time to focus on the high-value tasks that take your business to the next level without having to worry about the planning side of things.
When you’re ready, we’re ready.
We have worked with Gareth and the team at Sanctuary Financial Planning for a number of use.
They’ve helped us with everything from finding the best mortgage renewal rates, porting mortgages, and applying for new mortgages - making the process swift and hassle-free, every time (which is no easy feat when one of you is self-employed and another is a pro athlete).
We’ve been so happy with the mortgage side of things that we recently started working with Gareth on our wealth portfolio, too.
As someone who’s self-employed and runs a demanding business, Gareth has helped us to make smart decisions both commercially and personally to be more financially efficient. He’s also helped us out measures in place to protect - and grow - our portfolio in a way that works for us.
I really like the holistic approach that puts us - not a commission or rate - at the centre, so I know our best interests are being taken care of.
The tax savings alone have more than paid for this service, and I couldn’t recommend Gareth and Sanctuary enough to anyone else like us who’s thriving in life and looking to make it that bit better.
Vicky Morissette
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Cardiff Office
5 Neptune Court, Vanguard Way,
Cardiff CF24 5PJ
London Office
86-90 Paul Street,
London, EC2A 4NE
(+44) 02920 482 477
info@sanfp.co.uk
Sanctuary Chartered Financial Planners & Sanctuary Financial Planning are trading styles of Sanctuary Financial Limited that is Authorised and Regulated by the Financial Conduct Authority. FCA Register number 807536. Registered in England and Wales Reg. No 09509709. Please note that the value of investments may go down as well as up and investors may get back less than they invest. Where these pages refer to investment performance it should be remembered that past performance is not a reliable indicator of future performance. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by clicking here. The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The FCA does not regulate tax or estate planning.