Chartered Financial Planners
Proud to be a Chartered Financial Planning Firm
We take pride in what we do because, at the end of the day, we’re in this business to make a difference and help people just like you. As part of this commitment, we’ve taken steps to become fully chartered so you know you’re dealing with a team at the very top of the industry.
From the moment we connect, we’ll guide you through anything and everything you want to know about our services. Exactly what you want to hear when you need to find an expert independent team who are always on your side.
Chartered status means we are:
- Passionately committed to a customer-centric approach that puts your needs before our own. Because we always work in your best interests, you know we’re never pushing services for our own reasons.
- Devoted to a clear Code of Ethics that governs how we work, operate and communicate across all levels and functions. We believe in being open, honest and transparent from day one, so that’s exactly what we’re going to do when we connect with you.
- Driven to embrace every professional development opportunity so our knowledge is always up-to-date and current. It’s how we ensure we’re always two steps ahead so your future can become that little bit brighter with us by your side.
As always, the team at Sanctuary offered a 5-star service. Clear, prompt and ongoing communication throughout the process, Shane and Gareth were highly professional and took the stress away from me. Would highly recommend, and most definitely will be using Sanctuary for all my financial affairs.
Anonymous
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When you want to make sure everything is in order, there’s only one team you need to call. Ready when you are…
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.