“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 7 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 Managing 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.
This gives you reliability and assurance that we understand your wealth and needs, as we travel with you on your financial journey.”
Our Mission Statement
We create trusting, meaningful, long term relationships with our clients, aiming towards a successful financial journey.
Our deepest purpose is to help you to attain, enjoy and keep the lifestyle you want to lead, while creating happiness through financial contentment.
We excel at what we do and are committed to maintaining standards of excellence.
We do this because we care.
Our Areas of Expertise
Our experienced team offer a wide range of high quality wealth management services and have years of experience and knowledge to support you.
Through our holistic approach we specialise in the following areas:
- Investing for capital growth or capital preservation
- Protecting lifestyles against risk
- Mitigating tax liabilities
- Investing for income
- Contingency planning
- Protecting wealth
- Planning for retirement
- Inheritance planning
- Later life planning
- Tax planning
- Business advice
- Planning your business exit strategy*
* Please note that advice provided in this area, may involve the referral to a service that is separate and distinct to those offered by St. James’s Place.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax reliefs depends on individual circumstances.
A Managing Partner Practice of St. James’s Place Wealth Management
We are proud to be a Managing Partner Practice of St. James’s Place Wealth Management, which is well established as one of the UK’s leading wealth management organisations.
Being a Managing Partner Practice of St. James’s Place means that all of our clients could benefit from the St. James’s Place approach to investment management. St. James’s Place offer an advice guarantee* and you can be assured by the fact that we have the support and backing of a FTSE 100 business.
Together we specialise in meeting the financial needs of people who have created significant capital, or who earn high incomes, and whose circumstances are therefore more complicated than most.
At the heart of the business is the St. James’s Place Partnership, which is the advisory channel for St. James’s Place Wealth Management. This brings together some of the most experienced, able and highly-regarded professionals working in financial services today.
The St. James’s Place Advice Guarantee*
St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the group.
More details of which are set out on the Group’s website at www.sjp.co.uk/products
Working Alongside Your Other Financial Professionals
At Sands Wealth Management we regularly work alongside other financial professionals such as solicitors, lawyers and accountants to create a synergy between all of the financial professionals in your life and provide comprehensive, joined up financial planning.
Working alongside the other professionals in your life ensures that you receive the highest standards of service and expertise. Most importantly, when working with other advisers, it allows us to be proactive rather than reactive.
Together we create a working plan, to provide a clear direction towards meeting your financial goals. This ensures that you receive the highest standards of service and expertise.