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About Us


Mark Hale - Partner & Senior Independent Financial Adviser

Mark has extensive experience within the financial services industry as a financial adviser and other roles prior to that.

His previous experience includes roles at Cornhill Insurance, The Children’s Mutual and St James’s Place Wealth Management as a financial adviser. Mark established Sandycross Wealth Management in 2009 with his wife Kimberley, in order to give independent advice to his clients.


Chartered Insurance Institute (CII) Qualifications held:-

Certificate in Financial Planning

Certificate in Financial Planning and Long Term Care Insurance

Certificate in Life & Pensions

Diploma in Financial Planning


Kimberley Hale - Partner & Financial Executive


Kimberley founded Sandycross Wealth Management with Mark and works on the financial and accounting side of the business.

She has always worked in the financial services industry having worked at The Children’s Mutual and in payroll positions prior to that. Kimberley holds the Level Two Certificate in Business Finance and the FPC1 exam in UK Financial Services, Regulation & Ethics.




Joanna Coughlan - Independent Financial Adviser

Joanna has held client services and administrative roles within various organisations and industries. Her previous experience includes roles with organisations such as Lloyds Private Banking and Hamptons International. She joined Sandycross Wealth Management in 2013; initially in an administrative position whilst undertaking various industry exams.

Chartered Insurance Institute (CII) Qualifications held:-

Certificate in Life & Pensions

Certificate in Financial Services

Diploma in Regulated Financial Planning

Award in Financial Administration


Our team

We also have an excellent and approachable team behind us who are always on hand to assist our clients. They come from a range of administrative and client servicing backgrounds and our clients are always commenting on how friendly and helpful they are!