Sandra Appleby

Sandra Appleby

Advanced IFA Ltd

Minimum savings/pensions: Any amount

0330 038 8941
Based in Sunderland
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Verified since: October, 2025
4.9 out of 5

36 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 01 October 2026

    Sandra and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 35

    Recent Client Reviews

    Verified reviews: 100%

    Sandra has received 35 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 15 April 2026

    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.

  • Qualifications Uploaded

    Qualifications not yet added

    Sandra has not yet added their qualifications to their profile

  • Transparent Fees

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    Sandra has not yet added their fees to their profile

About

I joined David and his fantastic team at Advanced IFA Ltd three years ago after a very successful 30-year career at Lloyds Bank. Trained at the London Institute of Banking and Finance as a Financial Adviser (DipFa) and Mortgage Adviser (CeMap). At Advanced IFA Ltd I advise clients across a wide range of financial aspects such as Retirement, Investments, Savings, Wealth Management, Inheritance Tax and Family Protection. I have a wealth of experience and industry knowledge that ensures you receive truly independent advice which is tailored to your personal needs and expectations. A dedicated financial adviser helping clients manage investments, pensions and navigating complex financial planning. I have a strong track record of building lasting client relationships. I act solely on behalf of my clients and always have their best interests at heart. My role is to assess your personal situation, offer strategic advice on various financial products and develop a personalised plan to support your financial aspirations. I guide clients towards profitable and secure financial decisions and cultivate lasting relationships. I have a friendly, bubbly personality and always strive to make clients feel relaxed and confident in what they are wanting to achieve, moving at your pace!