Sanlam

Whatever your financial goals, Sanlam helps you achieve them by making the most of your wealth. Through our innovative products award winning funds and services and an unwavering commitment to doing things properly, we’ll support you through every stage of life’s financial journey.

We’ve been working with people, businesses and charities for more than 100 years, using a forward-looking approach that has driven our success. Everything we do focuses on helping you create a secure financial future.

While we have a rich UK heritage, our outlook is truly global. As part of a successful international business, we use the resources, talents, research and intellectual capital of teams from around the world to deliver innovative and relevant products and services for you.

As Wealthsmiths, we’re guided by three fundamental principles:

Intelligence and insight. Your financial plan will be crafted using the latest market knowledge and a deep understanding of your requirements, both today and tomorrow.

Attention to detail. We are sharply focused on getting the right results, which involves always being at the forefront of industry developments.

Practicality. While you get on with life, we’ll focus on managing your money and reaching your goals.

Over the past century, Sanlam has been helping people, businesses and charities protect and grow their money, allowing them to get on with life and look forward with confidence.

We believe passionately that managing money isn’t just about the markets or computer algorithms – it’s about people too, this is publicly shown by our award winning fund managers. That’s why our whole ethos is based on understanding your requirements and developing a plan that gets you to your financial destination.

People come to us when something has happened in their lives or is about to happen. They have received an inheritance or financial settlement. They are thinking about retiring or have recently retired. They want to find a tax-efficient way to pass on wealth to their family. Their personal circumstances have changed. Whatever the reason, our financial planning and investment experts help them achieve their goals.

We’re very proud of our community involvement across the UK. Our corporate partnerships support the arts and reflect the values we hold true as a company: expertise, craftsmanship, pride in our work, and patience. We also enjoy being part of the communities within which we work – whether that’s by taking part in charity events, sponsoring local initiatives, or offering work experience and financial education.