A new, holistic wealth management service

May 1, 2019

As Sanlam acquires Blackett Walker Limited, Sheila Tindle, head of office in the North East at Sanlam, discusses why the combination of our two businesses will give clients a much-needed end-to-end wealth management service

Sanlam recently reinforced its commitment to the North of England by announcing our acquisition of Newcastle-based independent financial planning and employee benefits firm, Blackett Walker Limited. This deal brings together two successful businesses with one objective – to provide a high- quality local service that enables clients to meet their long-term financial goals.

John White, our CEO of the UK’s Wealth Division said: “Blackett Walker is a high-quality and successful business, with a strong ethos of putting the client at its heart – much like our approach at Sanlam UK. This deal will further strengthen our wealth management presence in the North, and I look forward to developing our end-to-end proposition for current and future clients.”

From planning to performance

This acquisition bolsters our ability to provide a holistic financial planning service, by giving you access to both financial planning and portfolio management services. Your Sanlam financial planner and portfolio manager will be able to work seamlessly together to ensure your financial goals are being met.

What’s the difference between a financial planner and portfolio manager?

In a nutshell, a financial planner will help you identify your financial goals and put the right products and services in place to meet those goals. A portfolio manager will look after the day-to-day running of the underlying investments, making sure your money is best placed to take advantage of prevailing market conditions. The portfolio manager has day-to-day access to a team of analysts and researchers who have an in-depth knowledge across different investment sectors and geographies.

There are few businesses in the North of England that can boast an end-to-end service like this, so we’re very excited about the opportunity this brings for both existing and new clients.

Who is this service suitable for?

We have a wide range of clients of all ages and diverse financial needs. Some are approaching retirement and need help in arranging their finances for life after work. Others are planning to buy a home and save for school fees. Increasingly we’re being approached by families who need guidance on passing down wealth through the generations as tax efficiently as possible, and we even look after professional sports people who need to plan for the eventuality of giving up their sport.

Regardless of your stage in life or your financial objectives, we will happily have an initial conversation to understand your needs and discuss whether this service is right for you.

Sanlam
For more information about our services, contact Sheila on: 01642 931 200
sheila.tindle@sanlam.co.uk

Sanlam is a trading name of Sanlam Private Wealth (UK) Ltd and Sanlam Wealth Planning UK Ltd which are authorised and regulated by the Financial Conduct Authority.

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