FAQ’s2019-06-03T15:58:09+00:00

Below you will find our most frequently asked questions which we hope will answer your queries.

However, if you would like to talk to us in person or would like to arrange a meeting, please contact us on the above details, we’d love to hear from you.

How do I get started?2019-05-28T18:42:42+00:00

If you are interested in becoming a client or to find out more, please contact Jonathan Sands on 07810 720316 or fill out our Become a Client Form.

We can then arrange an initial no-obligation meeting for you to meet an adviser.

Where will our meeting take place?2019-05-10T10:50:13+00:00

We are very happy to see Clients at whatever location suits them, whether this be their home, workplace or at our office which is located at 7 Lakeside, Calder Island Way, Wakefield, WF2 7AW.

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Is there a fee for our initial consultation?2019-05-28T18:46:07+00:00

No. The initial meeting with one of our financial advisers is without obligation.

Do you require a minimum investment?2019-05-10T10:54:53+00:00
We do not require a minimum investment amount, however in the long term our clients or their families typically have a combined wealth of between £100,000 and £10million.
How often will we meet?2019-05-10T10:32:07+00:00

We aim to see every client at least once a year, however this is dependent on our Client’ individual circumstances. Our Private Clients who have more complex needs often require a higher number of meetings.

If you would like to arrange a meeting at any point, please do contact your adviser or Annette Littlewood at the office on 01924 229214 to arrange a meeting.

Which locations do you cover?2019-05-10T10:29:43+00:00

While our office is based in Wakefield, our clients live all over the country. We are very happy to see Clients at whatever location suits them, whether this be their home, workplace or at our office which is located at 7 Lakeside, Calder Island Way, Wakefield, WF2 7AW.

Who is your typical client?2019-05-10T10:27:42+00:00

At Sands Wealth Management, we have a diverse client bank which includes 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. These tend to be made up from Private Clients, Retired Professionals, Executives, Entrepreneurs and Farmers.

Do I qualify for Private Client status?2019-05-10T10:24:54+00:00

This is designed to be a highly exclusive, invitation only service that Sands Wealth Management are offering to our very best clients who have in excess of £2m. The invitation is offered in recognition of both the funds that we manage on your behalf and your overall contribution to the business.

If you would like to know more, please contact Jonathan Sands directly.

What is the benefit of using Chartered Financial Planners?2019-05-10T10:20:44+00:00

At Sands Wealth Management both Jonathan Sands and Robert Keelan have achieved Chartered status.

The benefit to our clients is that this sets us apart from other advisers as you are choosing to use an adviser who has achieved the highest level of qualification and training in their chosen career.

This is a symbol of technical competence and signifies a public commitment to professional standards, which both Jonathan and Robert are proud to have obtained.

Can I attend a seminar before becoming a client?2019-05-20T09:23:52+00:00

Absolutely. Our complimentary, exclusive seminars are open to everyone, whether you are a current client or a prospective client.

You can view our seminars and book online on our website.

Can I access my wealth account online?2019-05-10T09:59:33+00:00

Yes, our client services allow you to view your St. James’s Place investments online securely.

To register or view your Wealth Account, please visit clients.sjp.co.uk

What should I do if I want to see my adviser/arrange a meeting?2019-05-10T09:54:21+00:00

If you would like to see your adviser or arrange a meeting, we would be happy to arrange this. Please contact your adviser directly or call Annette Littlewood at the office on 01924 229214.

Why attend a Sands Wealth Management Seminar?2019-03-12T15:22:05+00:00

Whether you are a current client or a potential client, seminars provide a fantastic opportunity to meet the Sands Wealth Management team and gain the latest knowledge and views from industry specialists.

Our seminars cover a range of topics throughout the year and are free to attend.

You’re also very welcome to bring along other guests.

Do I have to be a current client to attend a Sands Wealth Management Seminar?2019-03-12T15:22:45+00:00

Not at all, we are pleased to offer our Seminars to anyone who would like to attend.

There is no fee to attend, simply find the seminar you would like to come along to and book online as places are limited.

Can I bring additional guests to a Seminar?2019-03-12T18:47:14+00:00

Absolutely. Should you wish to bring along a family member, friend or colleague, you simply need to book online as places are limited.

Is there a charge to attend a Seminar?2019-03-12T15:24:05+00:00

No, all our seminars are free to attend and include a presentation and light lunch.