Because no-one’s life follows the same path…
When we talk about financial planning there is one fact that should be kept in the forefront of our minds – we are all different. We all have unique dreams and visions.
A fresh approach to your finances
At Sanctuary, we’re here to help you take control of your money with clear, simple and solid financial solutions that will allow you to take control of your finances and make your money work for you and your future.
Established in 2015, our aim at Sanctuary is to disrupt the norm and offer you a completely fresh approach to your finances.
Our highly skilled advisers have been specially selected for their experience, expertise and excellence in a range of specialist financial fields.
Combining specialist expertise and trusted market knowledge with leading industry technologies, we’ll guide you through the most effective processes to build your financial plan.
With a focus on you and your future, we offer a unique approach that has built trusted, long-term client relationships that we continue to grow.
More than just financial planners – we’re here to arm you with the skills, savvy strategies and solutions to help you take control of your finances for the most tangible results.
From mortgages and pension plans to estate planning, protection and specialist investment advice – we’re here to help you make the most positive and significant impact on your financial health for both short-term and long-term benefits.
Your goals and aspirations will be different from mine. But that does not mean there is nothing we can do to plan ahead. By studying a wide range of different life paths over many years, it is possible to see certain patterns and constants that can help steer us along our path. Ways of thinking that can give structure and order to our planning.
As with setting out on a beautiful walk through a national park, it always pays to plan. Have we got all we need? Do we know where we are heading? Have we thought about the route? Really, this is all financial planning is – only the path is your financial security and the journey is the rest of your life. It is all about planning. Making sure that you have thought of everything, covered every post.
What our clients say
Mr Jones, Bishops Stortford, client of Gareth’s since 2011
Mr & Mrs Moreham, Newport, client of Gareth’s since 2016
Terry, Caerphilly, client of Gavin’s since 2016
Wanted to take early retirement.
How did they help you?
Helped with everything in relation to my request, sound advice and excellent service.
What is your current situation? Have you seen the outcome you were hoping for?
What could they have done better?
Nothing to my knowledge
Kathryn, Risca, client of Gavin’s since 2015
Financial advice about transferring an occupational pension into a private pension.
Helped by giving advice which was thorough and comprehensive, identifying the pros and cons of each financial option available. Then managing and coordinating the transfer of the pension, from the occupational pension to a private pension, and monitoring its performance.
The pension is now invested in a suitable personal pension, which is appropriate to my individual needs, the outcome has been very favorable.