Sanctuary Chartered Financial Planners
About the company
Sanctuary Chartered Financial Planners has been providing advice since 2005. The team has over 30 years of experience in financial planning and business strategy, and includes chartered planners, chartered wealth managers and a certified financial planner. Gareth Shears is Co-Founder and Chartered Financial Planner, and Shane Hyland is Co-Founder and Certified Financial Planner.
Clare Giles is Office Manager. Sanctuary Chartered Financial Planners and Sanctuary Financial Planning are trading styles of Sanctuary Financial Limited, which is authorised and regulated by the Financial Conduct Authority. Sanctuary operates a 5-Point Annual Wealth Management Service.
What customers say
Based on genuine customer reviews
Reviews
Reviews are taken from publicly available sources.
Huge thanks to Tom for setting up our BUPA health and dental care cover! For years, my partner Lizzie has had a fear of going to the dentist, however recently acquired an emergency dentist and said she had never experienced care and patience like it. Definitely a worthwhile investment. Had a letter within 5 days confirmed the claim was accepted and the check-up/ treatment was covered without penalty. My partner Lizzie has always been nervous about visiting the dentist, but recently needed emergency treatment and said she’d never experienced such care and patience before, truly amazing service. The policy proved to be a great investment; we received confirmation within five days that the claim was accepted and the check-up/treatment was fully covered. Tom did all the leg work, just had to supply basic details before the policy went live.
We have recently had the pleasure of buying our first home with Tom Benjamins assistance at Sanctuary. From day one the service provided has been amazing and incredibly straightforward thanks to the hard work and communication from Sanctuary. We will be using them again in future.
Tom recently helped us arrange our mortgage for our first property, and I can’t recommend him highly enough. As first time buyers there were so many things we didn’t know and so many questions we had, but Tom was brilliant. He helped put our minds at ease and made the whole process feel easy.
Alex Cope recently helped us purchase our first home. The process was quick and seamless with Alex’s guidance and expertise. He was available whenever we needed him with questions and queries. He made our journey of buying our first home feel easy and stress free. Assisted us with our insurance needs and was very knowledgeable and helpful surrounding this. We can’t thank Alex enough and would recommend him to anyone who is looking to complete their homeowner journey.
Tom Benjamin recently arranged my remortgage . Having worked in the property world for 20 years , I have dealt with lots of IFA’s. I found Tom to be one of the very best. Extremely professional offering excellent advice, was always available for updates, and sourced a very good 5 year fixed product. I would highly recommend Tom and his services.
Tom helped us with our remortgage and was absolutely outstanding. We were dreading our remortgage given rates were so uncertain in recent times, but Tom found us the best rate months in advance of our renewal, and locked it in for us and it gave us such peace of mind. During the months leading up the renewal, Tom was always keeping an eye on rates and looking to move us if they improved. Such a proactive approach. Throughout the process, Tom was a joy to deal with and was always on hand to answer any questions and guide us where required. Will 100% be back when the time comes to renew.
Fantastic experience from Tom who assisted me recently with my mortgage application process. Tom was brilliant at keeping me informed of the current status of the application both via WhatsApp and email. Not once did I have to contact Tom asking for the current position as he was frequently providing me with updates. Tom explained everything very clearly meaning that I rarely had to ask additional questions. He completed as much of the process as possible on my behalf so that the amount of work I had to do was minimal. Tom was also great in helping me sort extras, including life insurance and building insurance. Again, my involvement in this was minimal and the prices he sourced for me were very competitive. Overall a great experience and would highly recommend.
Financial advisers in Cardiff compared
Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 8 businesses in this category in Cardiff are compared.
| Rank | Provider | Rating | Reviews | Open Sat. |
|---|---|---|---|---|
| 1 | Sanctuary Chartered Financial Planners (this page) | ★ 5,0 | 30 | No |
| 2 | rockwealth Cardiff Financial Adviser | ★ 5,0 | 10 | No |
| 3 | RWB Wealth Ltd - Financial Advisors Cardiff | ★ 5,0 | 32 | No |
| 4 | TD Financial LTD | ★ 5,0 | 28 | No |
| 5 | Penguin Wealth Planners | ★ 5,0 | 41 | No |

