ABOUT US

We are creating a ‘one stop shop’ for financial service where both individuals and businesses can service all their needs in one place.

Who we are

Sanctuary Investments is a financial services company that came about to help both private individuals and businesses. Since our inception in 2016, we have helped our growing list of clients move closer to achieving their financial and lifestyle goals. We have continued to expand our range of available services to include the advisory, investments and education sectors to provide greater choice and flexibility.

What we do

We exist as a business to help our clients move closer to their financial goals through developing a ‘one stop shop’ approach to financial services. Our team undertake their own research and share insights in a transparent way to help you make the right decisions at the time that it matters. We have extended opening hours and continue to deliver an award-winning service on a daily basis.

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.

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Personalised service

We understand the trust each of our clients place with us when dealing with their personal and financial affairs. As an organisation, our focus is on finding solutions to your problems, whether this be in relation to minimising inheritance tax, finding an appropriate investment product or even facilitating the purchase of a property abroad. We wish to provide options that are as simple as possible to implement and manage, but where greater attention is needed to the complexity of the issue, we are in a position to innovate a solution specifically tailored to our client’s needs.

Our team are recognised regularly for the service they provide, and are here to help at every step of the way. We take ownership of customer enquiries and do not palm you off to different departments. In the instance where we do not have the answer immediately to hand, we will find out the necessary information and contact you back promptly.

SEE OUR SERVICES

In-house investment research

If you require guidance regarding where to invest or what action to take, we have a number of resources designed to help. We acknowledge that information is key to be able to make informed decisions. Available resources include a growing range of downloadable guides, online calculators and independent research with the aim of helping you plan for the future. We also have a team of financial advisers should you require personal advice.

It is important to note that no investment research should be viewed as a recommendation to buy or sell a particular investment. Should you need assistance in understanding whether an investment is suitable, you should seek financial advice.

New to Sanctuary Investments?

Find out more about our story to date and what we stand for both as individuals and as a company.

OUR COMPANY VALUES >

South Wales office

Find out more about our South Wales office and the positions we currently have available.

CAREERS >

What clients say       

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A Student, Swansea Business School