search menu Home > About Us What we do Sanlam helps people, businesses and charities reach their financial destinations by protecting and growing their wealth. 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. Products and services Wealth planning advice Investment planning Retirement planning Family protection Inheritance tax planning Mortgage planning Employee benefits advice Investment solutions Dynamic risk management Discretionary and advisory portfolio management Stockbroking services Risk-targeted model portfolios Get in touch For general enquiries about our products and services or to speak with one of our financial professionals, please contact us. Contact us Contact Brochure 0 Print Share Contact Us Terms of Use Website Privacy Policy Cookie Policy Modern Slavery Act Transparency Statement Accessibility Legal and Regulatory Sitemap © Sanlam. All rights reserved. Sanlam UK Limited is the provider of the Sanlam website. If you would like to view the regulatory and legal status of each Sanlam company to which this website relates, and the services and products which they provide, please click here. Cookie Consent We have to collect some data when you use this website so it works and is secure. We'd also like your consent to collect data to study how people use our site. This will help us improve our service and tailor the marketing you see on apps and other websites. Select 'Accept all' to agree or 'Manage consents' to chose which cookies we use. Accept all Manage consents The value of investments and any income from them can fall and you may get back less than you invested.