We’re a financial company dedicated to helping people and companies create, grow and protect their wealth. Through a combination of innovative and market leading products and solutions, the provision of high quality Wealth Planning advice and a desire to deliver a client experience like no other, we aim to redefine how client wealth is invested and managed and how financial advice is given and received in the UK.

We have big plans and ambitious goals. We want to be a leading wealth management business; but we never forget whose money we look after and the value of the trust we hold.

Our UK business is part of Sanlam Limited, the long term AA(-) rated international financial services group which has been advising clients around the world for nearly 100 years. Valued in excess of £7 billion, enjoying profits of £312 million in 2013, employing over 30,000 individuals worldwide and managing more than £44 billion in client assets, the Sanlam Group is an organisation with a growing global presence.

In the UK we have a strong reputation for innovative product development and design, first class customer service and forward thinking investment management. However, we benefit greatly from the expertise of the global group and its collective experience, deepening our knowledge and strengthening our offering.


22 The Tything, Worcester, WR1 1HD

Number of Partners/Directors
Number of Staff
Number of Offices
Professional Bodies / Is it Chartered?

The firm is not Chartered but is part of a AA- International financial group.
We do however have 9 Chartered Advisers.

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