
Sanctuary Chartered Financial Planners: Proactive, stress-free financial planning in Cardiff.
Sanctuary Chartered Financial Planners in Cardiff provides proactive financial planning for mortgages, remortgages, and insurance, helping clients navigate decisions with ease. Reviews highlight Tom Benjamins and Alex Cope for clear guidance, swift responses, and securing favorable rates and coverage. Located at 5 Neptune Ct, Vanguard Way, Cardiff CF24 5PJ, UK.
No photos available
Expert guidance for first-time homebuyers, remortgaging, and securing the best rates with proactive monitoring.
Comprehensive solutions for health, dental, and other insurance needs, including BUPA coverage and claim assistance.
Personalized financial planning services to help clients achieve long-term security and homeownership goals.
End-to-end assistance for purchasing properties, from initial queries to seamless completion, reducing stress.
Proactive rate locking and ongoing monitoring to ensure optimal terms and peace of mind for renewals.
Claim Sanctuary Chartered Financial Planners to update business info, respond to reviews, and access analytics.
Overall rating
Craig Evans
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.
Mark Little
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.
Joe Higgins
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.
Katie Phelps
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.
Joe Ash
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.