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My Planning

This is your personal area where you can see all your financial portfolio 24/7. Contact us for more details

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Terms & Conditions

By accepting these terms and conditions you will be re-directed to a website not directly controlled by Sandringham Financial Partners.

Sandringham make the ‘My Planning’ Client Portal available to you but this solution is built, delivered and owned by Distribution Technology. The use of the Client Portal is governed by the terms and conditions of the provider Distribution Technology. In utilising this portal you are agreeing to Distribution Technology’s terms and conditions for using ‘My Planning.’ You can find these Terms and Conditions within the My Planning website and iPad application. We strongly recommend that you read this document.

The linked website may have a privacy policy that is different than that of Sandringham Financial Partners; please consult the linked website's privacy policy for further information.

The content of this third-party site, including materials and information, is solely the responsibility of the provider of the site.

Security

The Sandringham Client Portal contains personal information and you should protect your login credentials as you would any other secure website containing personal data. For details on how to protect yourself online please visit the Get Safe Online website at http://www.getsafeonline.org/

About Us

Sandringham Financial Partners Ltd (‘Sandringham’) are authorised and regulated by the Financial Conduct Authority. FCA Number: 581304. Registered Office: 1 Cartwright Court, Bradley Business Park, Huddersfield, West Yorkshire, HD2 1GN. Registered in England and Wales No: 08022795. VAT Registered: 153 0427 42.

Sandringham Financial Partners (‘Sandringham’) offer ‘restricted advice’ this means that we will advise and make a recommendation for you after we have assessed your needs but we will only consider certain products, product providers or both. Sandringham only offer certain products, and only from a limited number of companies. Our recommendation will be made following an analysis of our entire range of products. You may ask us for a list of the products and companies we offer.

About the Information Held

The personal data available in this portal has been populated based on the information you have given to your adviser. If you do not feel that this is a true or accurate picture of your circumstances you should contact your adviser.

All valuation information provided within this application is for illustrative and indicative purposes only and is supplied by a third party, Sandringham accepts no responsibility for the completeness or accuracy of this information and you should not use this information in isolation as a basis for your financial decisions. You should always seek appropriate professional advice before making any decisions in these areas.

You should be aware that past performance is not necessarily a guide to future performance. Inflation may reduce the buying power of your investment or income. What you get back depends on investment performance and charges. The value of your investment can go down as well as up and you may get back less than you invested.

The documents held within this system are valid as at the date of issue, however, you should be aware that the information contained within may have been updated since publication. You should not rely solely on the accuracy of these documents to make future financial decisions

Information, research and analysis in this website may be obtained from third party sources and can be subject to change without notice. While all precautions are taken to ensure the accuracy of the information provided we do not accept responsibility for the completeness or accuracy of such information. We will always disclose the source of any third party information.

This website contains links to other sites which are not maintained by Sandringham Financial Partners (‘Sandringham’).  Sandringham does not accept responsibility for the content, accuracy or opinions expressed on this site.

The information provided in this website does not constitute professional financial advice. We strongly recommended that you consult a professional adviser before proceeding with any financial transaction.

The information contained within this website is intended for residents of the United Kingdom ("UK") only, unless otherwise stated.