MA, APFS, PFE (PIP)® - Director & Chartered Financial Planner
Tristan enjoys working with clients to build their financial plans and particularly
enjoys working with clients in the run up to retirement, as well as technical work
involving tax planning, trusts, pensions and investments. He is qualified to
provide advice on long-term care products.
Tristan joined Sandringham Financial Partners with Rachel in June 2020 having
previously worked for a national wealth manager and a small independent firm.
He is a Chartered Financial Planner and has won the CII Cass Prize and Maddocks Prize.