We specialise in providing high quality face-to-face wealth management services to individuals, businesses and trustees across the UK.
At Sands Wealth Management, we consider wealth management to be the provision of personal, face-to-face advice, designed to suit our clients’ individual long-term requirements and putting them firmly at the centre of everything we do.
We aim to help our clients reach their financial goals by offering appropriate advice and access to St. James’s Place’s distinctive approach to investment management, and by putting plans in place that remain effective in the future, no matter how their circumstances change.
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.
Sands Wealth Management is based in Wakefield and mainly looks after clients across North and West Yorkshire, although we have clients Nationwide. We always provide a face-to-face service that is designed to suit your individual long-term requirements.
We help to address straight forward issues, such as investment planning, as well as resolving more complex multi-faceted problems for example Inheritance Tax Planning or profit extraction for company directors.
There are no off-the-shelf solutions as our experience is that every single client has their own personal ambitions. We base our service on this principle and have built exceptionally strong, trusted and lasting relationships with our clients.
Our services are designed to suit our clients’ individual requirements based on their needs and circumstances.
It is our ambition that all clients we deal with will be truly satisfied and will ultimately feel confident to recommend their own friends and family to our practice.