Sanlam UK launches no obligation, 30-minute virtual financial planning consultations
The Covid-19 pandemic has not only changed the way we work, but it’s also changed the way we think about our finances and our ability to achieve our financial goals.
In response to the ‘new normal’ we all now find ourselves in, Sanlam UK has developed free, virtual financial consultations that can take place from the comfort of your own home.
Whether you are looking for advice on retirement planning, investment management, or simply a chat to get your finances in order, the newly launched Sanlam on Demand service is there to provide expert support.
It is essential to get on top of our finances in these uncertain times and to fully understand our level of financial resilience. Sanlam on Demand is designed to provide exactly this, helping people with their financial plan and enabling them to look forward with confidence.
The no-obligation consultations last around 30 minutes and offer a same-day call back with a named Sanlam financial planner or portfolio manager via software such as Facetime, Zoom, Teams, or Skype.
Consultations will cover five areas:
- Planning for retirement
- Getting my finances in order
- Inheritance planning
- Managing my investments
Organising a consultation is fast and straight-forward. Individuals just need to complete a short form with their name, region in which they live, broad level of wealth/investments, the service of interest, and a convenient date and time for Sanlam professional to call.
To request a consultation visit: www.sanlam.co.uk/sanlam-on-demand