The value of pension and investments can fall as well as rise. You may get back less than you invested.
Are your existing financial arrangements, pensions, & investments achieving what you want them to?
BOOK YOUR FREE INITIAL FINANCIAL REVIEW NOWYour Local Independent Financial Advisers
BP Sanders & Co are Financial Advisers that have been working in the heart of the Berkhamsted community for many years. As the financial world becomes ever more complex, we see our role as being one of helping you to understand how the very many recent changes to pensions and investments could affect your financial future. Please feel free to contact our financial advisers at any time to arrange a discussion about your financial future or drop in to see us at our offices in Berkhamsted, Hertfordshire.
Invest
Are your investments performing as well as they should ? Are you taking too much risk with your investments? Our experts can help answer these questions for you.
Pension
Planning for a financially secure retirement is incredibly important making it vital that you receive the correct financial advice. This is where we come in.
Protect
There are a number of ways you can ensure your estate reaches the right people throughout your lifetime. We can advise on wills, trusts, IHT mitigation & more.
Mortgage
Whether you are purchasing your first house, or adding to your buy to let portfolio we’ll guide you through the whole process and help secure the right product for you.
Impartial. Professional. Local
BP Sanders & Co Financial Advisers is a dynamic and highly professional practice locally based in Berkhamsted, Hertfordshire (find us on the High Street), which has shown continued growth through client recommendation since the firm was established.
Many of our financial advisers have over twenty years experience in the industry, dedicated to providing first class service to our clients.
Trust, Truth and Transparency these are the values our company stands for and which our financial advisers and support staff demonstrate daily.
Latest News & Updates
Plan for the Future with Quadrant Estate Planning
No doubt you have taken care to ensure that your assets go to the right people when you die by making a Will. But, if you care enough about what happens to your assets after you die, then you ought to care even more about keeping them and yourself sa
15 December, 2020
Planning for succession
There is no easy way to say it – anticipating one’s death is an uncomfortable topic. Yet it is often worth pushing past the initial discomfort to pursue the potential rewards of effective wealth transfer planning.
27 November, 2020
State Pension age rises
For the first time in over a decade, the point at which people can claim a State Pension (the ‘State Pension Age’) is simple. If you have reached your 66th birthday, you can claim it. Otherwise you cannot.
19 November, 2020
The value of pension and investments can fall as well as rise. You may get back less than you invested.
The Financial Conduct Authority does not regulate Inheritance Tax Planning, Trusts and Will Writing.
Are your existing financial arrangements, pensions, & investments achieving what you want them to?
BOOK YOUR FREE INITIAL FINANCIAL REVIEW NOW