A 34-minute watch.   

Tim Sargisson is chief of Sandringham Financial Partners, a growing business that aims to have 190 advisers under its banner by the end of the year. Here, he talks through with Lee Robertson starting out, the Sandringham business model, his passion for putting clients first, how the firm approaches investments, and what keeps him up at night.

Important to Tim is putting the client first, which, even following the retail distribution review (RDR), he feels is still lacking in the industry. Since the beginning of his tenure at Sandringham in 2015 he’s been “reinforcing the need to deliver great client outcomes”, as it’s his belief “no business survives unless it’s client focused”.

Putting this into practice, Sargisson points to how the firm’s Annual Review Service goes beyond “here’s the valuation; here’s the charges” and rather aims to be a ‘meaningful document’. He also points to the centralised support that Sandringham provides its partners, ensuring that a lot of the ‘heavy lifting’ is done for the adviser so they have more time to concentrate on their clients.

On investments, Sargisson talks through dissuading advisers to do their own fund selection or stockpicking, and describes the firm’s CIP: “it’s about asset allocation, it’s about charges, it’s about finding above average investment returns”.

For more adviser insights, we interviewed Steve Martin on why ‘in anything in life, you can’t be too curious’, and Roy McLoughlin on the power of storytelling.