Sanlam’s Marlow Office To Get Relaunch

by | Jan 25, 2016

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Marlow, Buckinghamshire

Sanlam’s regional office in Marlow is to get a relaunch.

Marlow will act as a regional hub for Sanlam’s push into the Thames Valley area. It is looking to recruit qualified financial advisers to join its wealth planning team with immediate effect.

The office already has more than £150m of funds under influence, delivering financial planning and wealth management services to existing private clients in the area. It will also provide employee benefits and auto-enrolment advice to its corporate clients, and service the legal and accounting community. It hopes to grow its business throughout 2016.

Based at the office are three Sanlam wealth planners and two discretionary fund managers, supported by administrative staff. Paraplanning support to the wealth planners is to be delivered by the centralised team in Bristol.

CEO Sanlam Wealth Planning Alex Morley said: “2016 will see the launch of a new era for Sanlam in the UK where we will, I believe, take our place amongst the leading wealth management businesses in the country. We have been building our presence steadily in the Thames Valley over the last couple of years and our revitalised presence in Marlow will strengthen that further. It is an area where we plan to grow dynamically – both through the recruitment of financial advisers to our Wealth Planning team and through the attraction of new clients.”

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