0238 115 9951
Based in Southampton
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2023
4.7 out of 5
Checks carried out by VouchedFor
FCA Regulated
Sandy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 April 2025
Sandy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
21
Recent Client Reviews
Sandy has received 21 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sandy has received 21 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 20 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
Sandy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Sandy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Sandy has not yet added their fees to their profile
Fees not yet added
Sandy has not yet added their fees to their profile
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sandy (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Sandy
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sandy (based on 6 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Sandy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 28 April 2025
Sandy and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
21
Recent Client Reviews
Sandy has received 21 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sandy has received 21 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 20 December 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
5
Qualifications Uploaded
Sandy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
5 qualification certificates available to view
Sandy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Sandy has not yet added their fees to their profile
Fees not yet added
Sandy has not yet added their fees to their profile
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sandy (based on 6 first impressions)
100% of users who are not yet clients had a positive first experience with Sandy
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sandy (based on 6 first impressions)
Sandy has 20 years experience in the Financial Services Industry. He has spent the last 14 years as a Financial Planner, providing technical expertise in tailored and holistic financial planning to both individual clients and small businesses. Sandy specialises in working with company directors and shareholders to enable their companies to benefit from personal financial planning in the most efficient way, and creating a realistic retirement plan, to help his clients through their retirement journey. Sandy prides himself on his integrity and enjoys helping his clients to understand the journey they are going through and how best to reach their goals and objectives. Sandy is based in Netley near Southampton, where he lives with his family, Sandy spends most of his spare time on the water or on the golf course.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Sandy's clients
Based on responses provided by clients who have reviewed this adviser
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