To innovate and develop new financial solutions for our clients, whilst providing long-term value through their creation and deployment.
We are Sanctuary Personal
We believe in order for individuals and businesses to reach their goals, they need tailored solutions that match their requirements.
To become a market leader for financial services and become the leading financial institution in Wales, catering to the needs of clients both domestically and worldwide.
Our corporate values defines us as individuals and as an organisation. We have built our business based upon these core values, and apply them to all operations we undertake from marketing to recruitment.
Integrity | “Doing the right thing”
Our team operates with a high degree of integrity, and approach every task with a sense of sincerity. We place our standards as high as they can possibly be for the interests of our stakeholders. We can understand the levels of trust that is required from our clients when managing their investments, and the impacts this has on their financial future. With the risks involved when entering financial markets, we acknowledge that every opportunity must be approached in a prudent and level-headed way.
Diversity | “Realising everybody has something to offer”
We believe diverse terms offer the best opportunities for future growth. We actively welcome individuals with different life and educational backgrounds, and understand everybody’s voice is important to listen to. We promote idea-sharing and actively encourage collaboration to assist decision making to maximise the experience and service received by each of our clients.
Communication | “Sharing knowledge and information is key”
The ability to communicate is at the heart of our business. We value the opinions of everyone, using their feedback to review and improve on a continual basis. By taking pride in everything we do, we always present ourselves with a high level of professionalism and require all communication to be timely, specific and solution-orientated.
Contribution | “Remembering our roots and giving back”
We dedicate resources to help those who require assistance. Not just in monetary form, but also through physical involvement. We strive to generate a positive impact on the communities we are apart of, providing help where needed. We openly relish the opportunity to collaborate effectively with other parties for the greater good, and possess an eagerness to go above and beyond previous accomplishments.
Innovation | “Creating solutions for clients”
We acknowledge that weaknesses exist in our industry as whole and continuously seek to create and develop viable solutions that add value. To achieve this, we work closely with each of our stakeholders and deploy resources and utilise market leading techniques to drive our business forward.
Our story started in 2016
Sanktuary Investments was first founded in 2016 and originally aimed to provide investment solutions to experienced investors. This was achieved through dealing directly within alternative asset classes including foreign exchange and commodities. This is still an available option through our Invest+ service.
In March 2018, the Sanktuary group of companies was formed to provide an expanded range of financial services accessible to everyone.
Through a more comprehensive offering to clients, the organisation now assists clients through mortgage and insurance brokering along with education services.
The reason we launched originally was to provide added choice to clients, and this mantra continues to be a core element to how we conduct business on a day to day basis. We aim to deliver tailored solutions that can help each of our clients move closer to their own financial and life goals.
Partnerships we have built
We have worked with a number of organisations across different areas of our business since launching. Alongside individual learners, our educational courses have been taught in leading UK universities.
Alongside this we continue to nurture our relationships with key experts within the financial sector, and regularly refer students who are wishing to pursue a career in finance within the City and beyond.
Handling personal data with care
The Sanktuary Group is committed to ensuring your personal data is handled with care. We do not share any information to third parties without gaining your permission first. Client information, paper or electronic is stored securely in accordance with our internal guidelines.
We require your consent to contact you for marketing purposes. You can change your preferences with us at anytime. We communicate new releases of company updates and investment research through our social media channels.
Interacting on social media
Our social media accounts offer people who have an interest in the services we offer the opportunity to keep up to date with the latest research, regulatory and taxation changes along with expert comment – all of which can be accessed by your smartphone or online. We use multiple social media channels including Facebook, Twitter and Linkedin.
Can I contact a specialist directly via social media?
We have many specialist teams who are fully trained to answer any queries you may have about the products and services we offer. They can also put you in touch with a specialist adviser should you wish to seek advice specifically about your investments.
However they cannot be contacted via social media. Should you wish to contact someone directly with a question please contact us via telephone, email or Live Chat.
Are tweets secure?
No, tweets are not secure. For your own security please do not include personal account information in tweets or direct messages. If you have questions about your account or services we offer please contact us directly. The Sanktuary Group tweets can be identified by our Twitter handle, @SanktuaryGroup.
Our Twitter account is monitored Monday to Friday, 8am – 6pm. The Sanktuary Group is not affiliated with Twitter and has no responsibility for its operations, privacy or security; or for any third party Twitter applications connected with it.
What can I expect from Sanktuary Group on social media?
We currently post regular updates which contain educational investment news and information for investors. We will monitor the use of information by clients and adapt accordingly.
Can I make any transactions via social media?
No. Please remember, for your own security, you should never communicate any personal or account information on social media. All deals and other financial transactions need to be completed through our other channels. You can contact us by telephone, post, or using the Live Chat function on our website.
Please note that updates, news, comments or research items posted on social media are targeted at a wide audience and should not be treated as a personal recommendation to deal or seen as individual advice. If you’re unsure about the suitability of an investment please contact us for advice.
The value of investments can go down as well as up, this means you could get back less than you invest. Therefore all investments should be regarded with a long term view.
Press and awards
Sanktuary Group produce press releases to provide comment on a variety of news stories. These relate to the service industries we operate within, along with changes to the wider economic, political and regulatory frameworks. We may also present our views on social media and through featured posts within our content hub.
Images may be reproduced in the understanding that:
These images are the copyright of Sanktuary Group and are made available in good faith. Any reproduction of these images will include the following acknowledgement adjacent to the image(s) used: ‘© Sanktuary Group’.
Image(s) will not be used in connection with any purpose that is prejudicial, or denigrates Sanktuary Group, its employees, clients or any other third party.
Both images and graphics are for use in editorials only. They must not be used in advertising, promotional and/or sales materials.
The images must not be sold on.
The images must not be amended in any way.
Important: Press releases have been specifically designed and written for use by the media. They are not a communication for investors, personal advice or a recommendation to either invest or to refrain from investing. All investments can fall as well as rise in value. Tax rules are subject to change.
Receive our press releases directly to your inbox (for media use only). Please note that Sanktuary Group will only send press releases out by email. If you would prefer to receive our press releases in an alternative format, please let us know. We will not sell or trade your personal data. To speak to a team member, please contact us.