Sands Wealth Management is now in its 12th year of business and I am sincerely proud of our continued growth, from relatively humble beginnings as a sole trader, to now having 3 advisers; two of which are chartered planners. Alongside the advisers we have highly capable and experienced staff members which create a highly competent Team.
Our business is strengthened further by the backing of St. James's Place Wealth Management, of whom we are a Senior Partner Practice. This enables us to do what we do best, with the support and guidance of a FTSE 100 company. We continue to invest yearly in our most important asset, our Team; through continued professional development and training, which I am proud to say has resulted in extremely low staff turnover over our years in business.
Our business is strengthened further by the backing of St. James's Place Wealth Management, of whom we are a Senior Partner Practice. This enables us to do what we do best, with the support and guidance of a FTSE 100 company. We continue to invest yearly in our most important asset, our Team; through continued professional development and training, which I am proud to say has resulted in extremely low staff turnover over our years in business.
Services
At Sands Wealth Management, we provide a tailored solution to your financial planning needs by providing personal, face-to-face wealth management advice that is designed to suit your individual long term requirements. We can help to address straightforward issues, as well as resolving more complex multi-faceted problems.
Sands Wealth Management specialise in meeting the financial needs of people who have significant capital, or who earn higher incomes, and whose circumstances are therefore more complicated than most. Our team offer a wide range of high quality wealth management services to individuals, businesses and trustees.
At Sands Wealth Management, we have a diverse client bank which includes a wide variety of clients from different backgrounds and while our office is based in Wakefield, our clients live all over the country. Our highly experienced team looks after clients' investments which range from tens of thousands of pounds up to several millions.
Sands Wealth Management provide a bespoke service to our Private Clients to deliver added value both now and in the future. We appreciate that higher-net-worth clients have a different set of motivations and ambitions when managing their wealth. We ensure that your complex financial needs are managed in the best way by maximising opportunities and simplifying your affairs as much as possible.
We understand that running a business today takes a great deal of hard work and commitment. The pressures of maintaining the pace in competitive markets means that the future well-being of the business tends to take priority over time spent on planning your own financial objectives.
We can advise on the best approach to realising the value of your ownership, both over coming years and when you come to plan your business exit strategy* ready for retirement.At Sands Wealth Management, our advice extends seamlessly from your personal finances to your business interests. We are experienced providing personal advice and helping Corporate Clients to make key financial decisions.
We can advise on the best approach to realising the value of your ownership, both over coming years and when you come to plan your business exit strategy* ready for retirement.At Sands Wealth Management, our advice extends seamlessly from your personal finances to your business interests. We are experienced providing personal advice and helping Corporate Clients to make key financial decisions.
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