Welcome
Welcome and thank you for visiting our website. I very much appreciate your interest in Sancus Retirement Planning, and I hope that you will find the site informative and helpful in making the right financial and retirement planning decisions for you, your family or perhaps your organisation.
Since pension freedoms were introduced by the Pensions Act 2015, the retirement landscape and the role of a financial planner for both personal and corporate advice has changed fundamentally. The old model of financial advisors being "all things to all men" in my opinion is no longer sustainable. Now in my 30th year in an industry that I love, I passionately believe in the importance of getting advice from the most experienced and most qualified advisers. As one of the first planners in the UK to hold both the Chartered Financial Planner title, as well as being an Associate of the Chartered Insurance Institute (ACII), I lead by example, providing innovative solutions with technical expertise.
Sancus Retirement Planning Limited was formed in 2018 as a result of my passion and enthusiasm for offering client focused solutions, where the company motto; “good financial planning outcomes are the result of good financial advice”, is a principle that runs throughout the business and very much engrained in the working practice of the Sancus team.
Our corporate culture is distinguished by service excellence, and dedicated team members whose talent and individual values help define who we are as a company and enable us to safeguard the clients we serve.
Sancus Retirement Planning Limited provide a whole of market advice offering, adopting the very latest tax efficient retirement planning solutions and so I hope we will have an opportunity to work with you in the near future.
Rob MacKenzie ACII, APFS - Managing Director
