November 2021 by Keith Mollan
I have been dealing with Daniel Jones for a number of years and have always found the advice and attention to detail exceptional. Daniel has always made himself available and always produced advice that is suitable to our personal circumstances. If you are looking for financial planning advice I can highly recommend Sanlam and Daniel Jones.
November 2021 by Chris House
We have spoken to Sanlam's advisor - Daniel Jones- on numerous occasions and he has consistently provided outstanding, efficient advice. He fully explains all available products and expertly advises what is most beneficial for your specific needs. Will 100% use in the future.
November 2021 by sam wilding
My wife and i were introduced to sanlam financial services, when we were due to remortgage our 1st home.Our adviser Daniel jones is super knowledgeable and explained everything to my wife and me very clearly and started the process off by sending out a mortgage application on our behalf.Within only a couple of weeks Daniel had a mortgage offer for us which we accepted. I couldn't believe how quick this was. Daniel kept us up to date within that time of absolutely everything that was happening, he also did everything on our behalf, all we had to do was send him any requested documents over ie ID, proof of income etc. It was a completely stressless process thanks to Daniel.I really couldn't recommend Daniel enough, he is absolutely on point at his job and goes above and beyond to help,to make sure a mortgage offer is secured.As a result I am now the proud owner of my new home. I will always use Daniel for any future mortgages and will be recommending him to family and friends or anyone else that wants a exceptionally professional & efficient service.
November 2021 by Andy Broomhead
I?ve been dealing with John Ridings for a number of years and he?s always provided me with a great level of service. John initially helped me with attaining financial security for my family in the event of my death or contracting a critical illness which has put me at ease knowing my family will be taken care of. John has also been encouraging me to review my retirement planning ? something which I?ve always ignored as I?ve never fully understand how much I should be saving etc. I?ve worked with John to establish what I want to achieve in retirement and I now feel confident that I can live the life I want when I come to retirement. I have always highly recommended John to friends and family and I look forward to continue working with him.
November 2021 by Jonny Griffiths
Our Sanlam adviser took the time to ensure we really understood each of the products then handled absolutely everything so we didn't need to lift a finger! Will definitely use them again in future, simply fantastic.
November 2021 by Duncan Nield
If you are looking for thorough, diligent research and understandable usable financial advice you will be as happy as I have been with Daniel Jones.
November 2021 by Alan Ging
I was introduced by recommendation and they haven't let me down. And that's important, they are entrusted with investments for our children.
November 2020 by stephanie o'neil
My husband and I have been looked after financially by Sanlam Financial Services in St Asaph for many years and for the last 10 years by Daniel Jones, Senior Wealth Planner.Daniel has always given us sound advice on our investments & pensions. He ensures our financial needs are met in the short, mid and long term.Daniel is always available for us to speak to if we have changing needs or require his sound advice & we trust his knowledge & good judgement and is ahead of the curve in terms of placing our investments for safety and for maximising returns. We would whole heartedly recommend him and Sanlam for all your financial services needs. He and Sanlam continue to over achieve as our Wealth management team and we cannot thank them enough for providing a sound place and great investments over the years.
November 2020 by claire hodson
I found Sanlam through personal recommendation. The service provided over the last couple of years by Daniel Jones, my adviser, has been excellent. Everything is tailored to meet my needs and he is always there when I need a sounding board. Highly recommended.
November 2020 by Coach Curly
Over the last 8 years I have received a fantastic service from Daniel Jones at Sanlam, St. Asaph.Nothing is every too much trouble and Daniel has always found the result I was looking for with any issues I have had around business, home and family mattersHighly recommend!
November 2020 by Jeremy Greaves
Sanlam are extremely slow to respond to anything and cant give straight answers to questions about my pension. They upheld my complaint - so what, nothing has happened.