Empowering Your Financial Future, One Plan at a Time
Who we are
Sandmartin Financial Advisers offers comprehensive financial planning services based in Middlesbrough, Teesside. Founded on the principle of personalized financial planning, underpinned by over 50 years combined experience and high professional qualifications, we work closely with our clients to understand their aspirations, goals, and objectives.
Our Approach
Our service is built around comprehensive financial planning and sound investment principles. We explore your goals and objectives to tailor a financial strategy specifically to your needs. Our financial planning process is broken down into stages to ensure your life aspirations and investment of your money are carefully aligned.
Our Services
1. Investments
- Comprehensive portfolio review and analysis
- Tailored investment strategies based on individual goals and risk tolerance
- Regular portfolio reviews and rebalancing
2. Mortgages
- Comprehensive mortgage assessment and best-buy recommendations
- Assistance with securing competitive mortgage deals
- Guidance on different mortgage options and interest rates
3. Pension Planning
- Comprehensive pension review and analysis
- Personalized retirement planning and contribution strategies
- Guidance on state pension options and tax implications
4. Protection
- Review of your existing protection needs, including life insurance and critical illness cover
- Recommendations for additional coverage based on your individual situation
- Assistance with making informed insurance decisions
Our Team
Our team of experienced and qualified financial advisors and administrators are dedicated to providing personalized and responsive service. We are committed to fostering strong relationships with our clients and providing clear and concise communication every step of the way.
Why Choose Sandmartin Financial Advisers?
- Personalised Financial Planning: We take the time to understand your individual needs and goals.
- Expert Advice: Our experienced team has extensive knowledge in various financial areas.
- Transparent Communication: We provide clear and concise information throughout the process.
- Client-Focused Approach: We prioritize your needs and work with you as a partner.
Review Summary
Overall Experience
The review highlights the exceptional service received from Sandmartin Financial in the process of buying a first home and obtaining a mortgage.
Key Strengths
- Excellent Team Performance: The team, led by Laura, provided outstanding support and guidance throughout the process.
- Effective Budgeting Advice: The team offered valuable advice on budgeting, enabling the couple to secure their dream home.
Conclusion
The reviewer, Megan, and her partner, Connor, express their gratitude to the Sandmartin Financial team for helping them achieve their goal of buying their first home.
