Roger Dekkers (Sandringham)

Financial Adviser in Taunton, Somerset

Sandringham Financial Partners believe that the relationship with you, our client is paramount and our focus is to support you, providing sound and professional financial advice. Our approach is simple, we listen to what you need and do everything we can to ensure your experience with us is a rewarding and enjoyable one. We explain the different options available to you and guide you through the financial maze to help you build a secure financial future for yourself, your business or your family. By listening to what you need and what you want to achieve, we’ll provide the right advice and deliver a service and a solution that’s relevant to you.

We will work with you to minimise risk, costs and tax whilst helping you to achieve your financial goals and objectives. The overriding objectives of our service are for you to experience financial organisation, good decision-making regarding your finances and peace of mind. One main focus is on understanding your personal objectives before setting out what actions you may need to take to achieve them. We can help you make those important decisions about your financial future by creating a personal financial plan.

As part of our service we are only a phone call away, so if you have any questions, all you need to do is call. If it's appropriate, we’ll also arrange regular reviews of the advice we have given you, just to make sure it's still the best available solution for you.

Our extensive industry experience, coupled with a strong ethos of integrity, service, value and innovation, enables Sandringham Financial Partners to deliver a first class advice service to all our valued clients so feel free to get in touch and arrange a no obligation initial meeting.

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Phone

07917 022319

 

Address  

34 Upper Holway Road,

Taunton,

Somerset,

TA1 2HD

List of Services

Investments

  • Bonds
  • Collectives
  • Fixed Interest
  • Investment Trusts
  • ISAs
  • OEICs
  • Unit Trusts

Pensions

  • Annuities
  • Auto Enrolment
  • Income Drawdown
  • Personal Pension
  • SIPP
  • Stakeholder
  • State Pension advice

Personal Insurance

  • Convertible Term
  • Critical Illness
  • Decreasing Term
  • Family Income Benefit
  • Income Protection
  • Increasing Term
  • Level Term
  • Permanent Health Insurance
  • Private Medical
  • Renewable Term
  • Whole of Life

Business Insurance

  • Employers Liability
  • Key Person
  • Share Protection

Wealth Preservation

  • Inheritance Tax
  • Trust Information

Sandringham Financial Partners Ltd (‘Sandringham’) is 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.

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