Sanlam Private Wealth sets up second North East office

Fast-growing investment firm is one of only two such companies in the UK to receive an AA rating

Employees at Sanlam Private Wealth, from left, Craig McPherson (Business Development Manager), Sheila Tindle (Senior Investment Manager), Debbie Lister (Administrator), Mike Middleton ( Chartered Financial Planner), Jonty Warneken (Head of Teesside Office), Stephen Richardson (Senior Investment Manager), Helen Cairns (Administrator/Secretary), Mark McMullan (Senior Investment Manager), and John Pearson (Senior Investment Manager)
Employees at Sanlam Private Wealth, from left, Craig McPherson (Business Development Manager), Sheila Tindle (Senior Investment Manager), Debbie Lister (Administrator), Mike Middleton ( Chartered Financial Planner), Jonty Warneken (Head of Teesside Office), Stephen Richardson (Senior Investment Manager), Helen Cairns (Administrator/Secretary), Mark McMullan (Senior Investment Manager), and John Pearson (Senior Investment Manager)

One of the UK’s leading investment and wealth management companies has established its second office in the North East.

Sanlam Private Wealth has set up a new operation in Teesdale, Stockton on Tees, from which it will offer services ranging from investment management and stockbroking to financial planning, retirement and tax planning services.

The team at the new office at Teesdale Business Park will consist of six investment and wealth experts, plus two support staff and a business development manager.

Together, they have more than 120 years combined experience and will be led by Jonty Warneken, who will also oversee development of the business.

Sanlam Private Wealth, which is one of the fastest growing investment and wealth management firms in the UK, already has offices in Newcastle, Harrogate and Kirkby Lonsdale, and is keen to increase its presence and investment in the North of England.

The firm is one of the biggest and best resourced wealth management businesses in the country and is one of only two AA rated investment management companies in the whole of the UK.

Chief executive Craig Massey said: “We are delighted to have achieved our ambition of establishing an office in Stockton on Tees.

“Whilst we have a strong presence in the North generally, the opening of our business here fills a geographic gap, bringing investment to the area and more choice and experience to an important market.

“The recruitment of talented investment and wealth professionals is a key element in this process, providing a superior service for our clients as well as being a driver of our growth both nationally and internationally.”

“Sanlam are proud to be associated with Teesside and the North East of England and we look forward to working closely with our clients, the local business and professional communities.”

Head of the Teesside office Jonty Warneken said: “Stockton on Tees is a dynamic and flourishing area, so it’s fitting that a business with the calibre of Sanlam Private Wealth should invest here for the future. Clients are increasingly demanding an integrated wealth management service, provided by local experts, who understand the specific needs of both the professional and local community.

“This office will provide a highly personalised service, offering not just investment management but help and guidance through a whole range of financial milestones for those who need it. We look forward to developing relationships in the area and serving our clients and the business community for many years to come.”

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