News2019-06-04T12:06:02+00:00

At Sands Wealth Management, we are constantly striving to improve and frequently have news that we are proud of. Stay up to date with our latest news and updates below.

Peter achieves Platinum Accreditation through St. James’s Place Wealth Management

Date: [10/07/2019] We are proud to announce that our Chartered Paraplanner Peter Crow has achieved his Platinum Status of Accreditation within St. James’s Place. This means that our entire Paraplanning team is now Platinum Accredited, and are highly specialised in St. James's Place products - trained to the highest level offered by the company for partnership support staff. The Practice Support Specialist accreditation acknowledges the level of skill and expertise that our practice staff have achieved through learning undertaken by an accredited continuing professional development framework. As a Senior Partner Practice of St. James’s Place we firmly believe that our business is enhanced through the development of our people and demonstrates our commitment to promoting professional standards in wealth management and supporting great client outcomes.

Volunteering at The Real Junk Food Project

[Date: 14/05/19] Today the Sands Wealth Management Team spent the day volunteering for The Real Junk Food Project (TRJFP) and aiding their catering branch ‘Zelig’. Zelig caters to events of any size, (including our last quarterly team meeting in April) using perfectly good waste food acquired through TRJFP's network - simultaneously tackling global food waste, and raising funds for TRJFP. Our team first spent the morning training at the Wakefield Sharehouse, and then made over 500 sandwiches and helped prepare cooked food as part of a large buffet catering for 270 people at The Light Leeds, Vue Cinema. All leftover food was then taken home by the Vue Cinema staff, resulting in 150kg of surplus food not being wasted.

Celebrating 10 Years of Sands Wealth Management

Date: [01/05/2019] I am proud to announce that Sands Wealth Management celebrates its 10th year of business this month. 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 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 Practice. This enable us to do what we do best, with the support and guidance of an award winning FTSE 100 company. We continue to invest yearly in our most important asset, out Team: through continued professional development and training, which I am proud to say has resulted in extremely low staff turnover during our years in business. This gives you reliability and assurance that we truly understand your wealth and needs, as we travel with you on your financial journey. I am fiercely proud of my business and my team and I sincerely feel that our valued clients will agree that we do truly stand out from the crowd as a wealth management firm. We’d like to thank our clients for their ongoing support. Jonathan Sands & the Sands Wealth Management Team

Our Adviser James attends a Sixth Form Law & Finance Networking Lunch

Date: [28/03/2019] Our Adviser James Cunnington went back to Bradford Grammar School to attend their 'Careers in Law and Finance Networking Lunch' yesterday. During the networking event, he joined other financial professionals in speaking to current Sixth Formers about a career in finance. The aim was to help them understand what to expect, how to enter the profession and what skills are needed when working in Wealth Management and Financial Advice. James thoroughly enjoyed supporting the pupils towards making a decision on their future career choices and appreciated the chance to go back to the Grammar School that he attended.

Buffet lunch, provided by The Real Junk Food Project

Date: [20/03/2019] Zelig Catering who are part of The Real Junk Food Project and also based in Wakefield, provided a buffet lunch for our team this week, 100% made from food that would have otherwise been surplus and wasted. The Real Junk Food Project is a collaborative effort to bring about a radical change in our food system. They save perfectly edible food that would otherwise not make it to your plate, and make it available to all on a Pay As You Feel basis. All food waste that they intercept is processed, quality controlled and distributed through their network of cafes, sharehouses, schools and community groups. We were extremely impressed with the buffet. The food was all made by their catering team and fed our team for 2 days as they continued to eat the leftovers for lunch the next day too! We have decided to use The Real Junk Food Project for all our office buffets from now on and are recommending them to everyone we know.

Seminar: Investment Planning Through Political Uncertainty

Date: [20/03/2019] Today we welcomed guest speaker Chris Cahill at our 'Investment Planning Through Political Uncertainty' seminar. Thank you to everyone who came long to our complimentary seminar. Our clients found the seminar to be very informative and gave us great feedback! We look forward to our next seminar later this year entitled 'Protecting Yourself From Online Fraud' which will have a different format to our previous seminars as it will include an interactive workshop. To find out more about our future seminars, please view our upcoming seminars or contact Annette Littlewood on 01924 229214.

We are now supporting local charity ‘The Real Junk Food Project’

[Date: 10/03/19] We are proud to announce that we are now supporting 'The Real Junk Food Project'. The Real Junk Food Project is a collaborative effort to bring about a radical change in our food system. They save perfectly edible food from supermarkets, distributors, and wholesalers that would otherwise not make it to your plate, and make it available to all on a Pay As You Feel basis. All food that they intercept is processed, quality controlled and distributed through a network of cafes, Sharehouses, Freegan Boxes, schools and community groups. Around 1/3 of food globally is wasted (around 1.3 billion tonnes). Simultaneously, hundreds of thousands of people in the UK are living in poverty. The Real Junk Food Project believe that everyone should have access to enough food to sustain them - it's a human right. The Real Junk Food Project provides the network to empower people in their community to make a difference. At Sands Wealth Management, our Team will be giving valuable time and labour - volunteering at the Wakefield Sharehouse on a regular basis. Aside from volunteering, TRJFP have been given access to our boardroom for meetings with their national partners, and our marketing Team have been supporting both TRJFP and the Wholemeal Café Ripon by designing posters and other marketing collateral.

We are recruiting for experienced Paraplanners

Date: [01/03/2019] We are currently recruiting experienced Paraplanners to work within our expanding business. If you would like to join our Team, please find our job description below. Job Title: Paraplanner Key Responsibilities Assessment of files/holdings following client meetings. Liaising with advisers, providers, administrators and managers. Producing high quality compliant suitability reports. Undertaking fund analysis. Problem solving on complex cases. Essential Requirements CII Certificate in Financial Planning as a minimum requirement or at the very least working towards this status. A high level of technical expertise and knowledge of pensions, protection, investments and IHT planning. Experience of working for an IFA in a similar role. Required Attributes Candidates must be: Organised and professional; able to meet deadlines and have excellent timekeeping skills. Competent when using I.T. and possess a good knowledge of Microsoft Office. Able to demonstrate extensive experience in writing technical suitability reports and conducting high-quality fund research. Experienced in providing administrative and technical support to advisers. Diploma qualified; or at the very least working towards this status. Further notes Salary is dependent on experience, but will range between £24,000 - £32,000 per annum (depending on experience). Applicants will hear back quickly if successful for interview. This job search is ongoing and we are looking to fill the vacancy more than once. Apply for the role Please email a.littlewood@sjpp.co.uk or contact the office on 01924 229214.

We Welcome Harry Jolly to the Design Team

Date: [26/01/2019] We have welcomed Harry Jolly to the team to assist Katherine Sands with the Practice’s online presence, design and marketing. Harry previously worked with Katherine Sands at her web design company which closed in 2016, and has since been working as a freelance graphic designer until joining Sands Wealth Management. Harry was thrilled to be invited to work alongside Katherine Sands again and will now use his skills to assist her in the day to day marketing jobs. Harry will also be bringing his photographic skills to the team – as well as helping to create videos for the Practice.  

Sands Wealth Management awarded ‘Top Small Business, Leeds, 2018’

Date: [02/01/2019] Sands Wealth Management are proud to have achieved the award for 'Top Small Business in Leeds, 2018'. This is now 4 times that we have won the award given out annually by St. James's Place. This is testament to how hard we work as a Team as there are approximately 400 Partners in the Leeds area and it is always our aim to be the top business in our category.

Lisa and Becky are first to receive Platinum Accreditation within St. James’s Place

Date: [09/10/2018] We are proud to state that our two Senior Paraplanners Becky Marsh and Lisa Machen have become the first people to achieve their Platinum Status of Accreditation within St. James’s Place. The Practice Support Specialist accreditation acknowledges the level of skill and expertise that our practice staff have achieved through learning undertaken by an accredited continuing professional development framework. As a Senior Partner Practice we firmly believe that our business is enhanced through the development of our people and demonstrates our commitment to promoting professional standards in wealth management and supporting great client outcomes. All of our Paraplanning team members are highly specialised in St. James's Place products and both Becky and Lisa are trained to the highest level offered by the company for partnership support staff.

Pam Sidhu Joins the Team

Date: [20/09/2018] Pam Sidhu has joined Sands Wealth Management as our Operations Co-ordinator. Pam initially began her career as a Personal Assistant for a director of an US corporation and previously worked for 4 years as an Office Manager for St. James's Place. Pam will now use her experience to assist the Practice with specific areas such as risk, compliance and audit. She will co-ordinate the team and oversee these areas at all times. This will ensure that as we grow as a Practice, our processes and procedures are constantly improving and developing as legislation changes. Pam will support Sands Wealth Management to make sure that we maintain quality in all areas of the business at all times.

Peter achieves Gold Accreditation through St. James’s Place

Date: [18/09/2018] We are pleased to announce that our Chartered Paraplanner Peter Crow has achieved his Gold Status of Accreditation within St. James's Place. This means all of our Paraplanning team members are highly specialised in St. James’s Place products. Peter will now start working towards his Platinum Status of Accreditation which is the highest level offered by the company for partnership support staff.

Rob is now a Chartered Financial Planner

Date: [03/08/2018] Robert Keelan has now joined Jonathan in achieving the prestigious Chartered Financial Planner designation by the Chartered Insurance Institute (CII). This is the industry’s gold standard for individual financial planners. This means that he has satisfied rigorous criteria relating to professional qualifications and ethical good practice. When Rob works alongside you, you can be confident that you are dealing with one of the UK’s leading financial planners who is wholly committed to providing you with the best possible advice, service and support.

Post Budget Seminar: Briefing and Analysis

Date: [21/03/2018] Today we held our 'Politics, The Economy and Investment Planning Seminar' with guest speaker Tim Knight. The feedback from our clients was that they found this seminar very useful. The lunch, as always was also delicious and it was great to touch base with the clients who attended. If you are interested in attending future seminars, please view our upcoming seminars or contact Annette Littlewood on 01924 229214.

Jonathan is now a Chartered Financial Planner

Date: [19/02/2018] We are thrilled to announce that Jonathan Sands has achieved the prestigious Chartered Financial Planner designation by the Chartered Insurance Institute (CII). This is the industry’s gold standard for individual financial planners. This means that he has satisfied rigorous criteria relating to professional qualifications and ethical good practice. When Jonathan works alongside you, you can be confident that you are dealing with one of the UK’s leading financial planners who is wholly committed to providing you with the best possible advice, service and support.

Our Seminar: Politics, The Economy and Investment Planning

Date: [13/09/2017] Today we held our 'Politics, The Economy and Investment Planning Seminar' with guest speaker Tim Knight. Thank you to everyone who attended our exclusive, complimentary seminar took place at The Angel, Topcliffe. Our clients gave us terrific feedback and said how informative they found the Seminar. The lunch, as always was also delicious and it was great to touch base with the clients who attended. If you are interested in attending future seminars, please view our upcoming seminars or contact Annette Littlewood on 01924 229214.

Introducing Peter Crow to the Sands Wealth Management team

Date: [20/07/2017] We are thrilled that Chartered Paraplanner Peter Crow has joined the Sands Wealth Management team. Peter has almost 30 years experience in Investment Management and is highly experienced in advising and managing funds for private clients, pension funds and charities. Peter will now work alongside the rest of the team supporting Jonathan, Robert and James in an administrative and technical role, helping to ensure that they provide an efficient service to their clients.  

Our First Sands Wealth Management Seminar

Date: [03/05/2017] Today we held our first Sands Wealth Management seminar on 'Inheritance Tax and changes to the Nil Rate Band'. Our exclusive, complimentary seminar took place at The Angel, Topcliffe and included entertaining, yet informative presentations from our Director Jonathan Sands and guest speaker Tim Knight. If you are interested in attending future seminars, please view our upcoming seminars or contact Annette Littlewood on 01924 229214.

We have been awarded ‘Top Small Business, Leeds, 2016’

Date: [01/05/2017] Sands Wealth Management are thrilled to have been given the award for 'Top Small Business in Leeds, 2018' by St. James's Place. This award is given out annually and it is the 3rd year in a row that we have achieved this status! Sands Wealth Management are proud to have achieved the award for 'Top Small Business in Leeds, 2018'. This is now 4 times that we have won the award given out annually by St. James's Place. There are approximately 400 Partners in the Leeds area and it is always our aim to be the top business in our category.

Introducing Adviser James Cunnington to the Sands Wealth Management team

Date: [01/11/2016] We are pleased to introduce James Cunnington to the Sands Wealth Management team. James has joined our Practice as a Trainee Adviser and whilst he already holds a Diploma in Financial Planning, has started at the St. James's Place Academy to further his technical knowledge and become an Adviser. We are looking forward to seeing how he grows as an Adviser and becomes a part of Sands Wealth Management!

Jonathan marries his partner Katherine at Goldsborough Hall

Date: [10/07/2016] Sands Wealth Management Director Jonathan married Katherine, his partner of 4 years today at Goldsborough Hall near Harrogate. It was a wonderful day and the weather was kind, with bright sunshine and blue sky all day long! Thank you very much for all the cards and kind wishes for the big day.

Our team have won the award for ‘Top Small Business, Leeds, 2015’

Date: [02/01/2016] Sands Wealth Management have repeated the success of last year and have been awarded the St. James's Place Awards for 'Top Small Business in Leeds, 2015'. We are thrilled that we have managed to achieve this two years in a row and aim to continue our run of success throughout the next year.