Our Service
B P Sanders & Company Limited was set up with the principal objective of protecting our clients.
Protection covers many aspects of your life, both personal and through work. Examples of these are:
- you
- your family
- your health
- your property
- your financial assets
- your future financial security
Our philosophy is that we sit beside you, looking at these issues in the same way as you do. We look at the various measures and products that you already have in place, identifying your future objectives for life and providing you with an ongoing and cost effective means of achieving your financial goals.
We are advice driven and operate from a completely independent perspective. We are not tied to any one insurance or investment company and can therefore advise on the whole range of products available in the market. Hence our staff are not motivated by completion of a particular company's application form.
Our activity covers both advice and guidance together with the implementation of specific products in the insurance and financial services arena. We have no in-house products to promote (unlike the many High Street institutions and national and international names). Our product is advice based on the many years of practical experience and detailed technical knowledge of our staff together with their detailed attention to your own needs and objectives.
Our company has been in business over forty years, and several of our staff have been with us in excess of fifteen years – a huge accumulation of expertise!
Within this broad division we have different areas of expertise arranged in business units:
Mortgage Desk - covering both residential mortgages and remortgages together with finance raising for businesses.
Group Pensions - covering administration and support for Group Personal Pensions, Group Stakeholder pension schemes and so on.
Advisers and their Personal Assistants - supporting the more complex requirements of clients.
Admin Support Staff - covering the necessary functions of typing, reception, accounting, marketing etc.
How are we remunerated? Any fees we receive are agreed with you in writing and you have the choice of paying us direct or having the fee levied from your investments. Please view Our Client Service Proposition document. The document can also be found under our Documents listing here.
Seminars - As part of our continuing development role to both clients and professional connections, B P Sanders & Company have been noted for their regular in-house seminars in either Gallery One Eleven or the Lulworth Room, or externally at conference facilities at suitably located hotels around the home counties. In the past these successful seminars have included, amongst many other subjects, topics such as:
Inheritance and Estate planning
Approaching Retirement and the many options that are available
Issues confronting Equitable Life policyholders
The new Pensions Simplification regime
