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.
The essence of Sands Wealth Management is to help make it easier and simpler for you to manage your wealth. Our core values focus on offering an expert service of distinct quality, integrity and excellence, which in turn gives financial peace of mind to discerning individuals and corporate clients.
We pride ourselves on helping individuals who may have very different resources and find themselves at various life stages, to achieve a successful strategy for their personal financial affairs.
Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no client is the same and we therefore ensure that we understand your personal or business objectives and help deliver solutions that are right for you.
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Find out what makes Sands Wealth Management stand out from the crowd as a Boutique Wealth Management firm and what we do to create meaningful, long lasting relationships with our clients.
Our team consists of nine highly capable individuals who have a wealth of knowledge and experience and are dedicated to providing you with the best possible service and results. Find out more about our team members and contact us directly via our team page.
At Sands Wealth Management, we create meaningful, long lasting relationships with our clients. Please take a moment to read our client testimonials and find out what our clients think of our business in their own words.
If you would like to arrange a meeting with one of our advisers, please fill in the following form and we will get back to you as soon as possible to arrange this.
If you would like to visit our office and meet our team, please view the map above for our location and directions to our office.
“My wife and I are most impressed with the outstanding quality of Jonathan’s professional knowledge and mastery of our family financial affairs.
His confident guidance, clear explanations and canny judgement on how best to manage our money and investments is greatly appreciated. Of particular note is Jonathan’s friendly and relaxed style; it is a pleasure to do business with him.
We could not be more satisfied, I recommend him unreservedly.”