As a team, Sands Wealth Management are proud to offer high levels of service, advice and support. We excel at what we do and are committed to maintaining standards of excellence.

Our level of satisfaction may be judged by the fact that the majority of new clients come to us as a result of personal recommendation from our existing clients. 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.

As a team, Sands Wealth Management are proud to offer high levels of service, advice and support. We excel at what we do and are committed to maintaining standards of excellence.

Our level of satisfaction may be judged by the fact that the majority of new clients come to us as a result of personal recommendation from our existing clients. 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.

Our Aims & Aspirations

We intend to always be a superior wealth management firm with a strong and capable team.

We aspire to create happiness through financial contentment and to do our utmost to make your financial journey successful. We believe that your journey doesn’t end at the point that you become a client; in fact this is just the beginning of your journey with Sands Wealth Management and the start of a meaningful, long term relationship.

We aim to create long lasting, profitable solutions to your financial problems that support you and your family and protect against risk.

Our Awards with St. James’s Place

We are thrilled to have won St. James’s Place’s award for Top Small Business in Leeds four times now. This is credit to our continued growth and high levels of business.

Sands Wealth Management - Top small business award 2014
Sands Wealth Management - Top small business award 2015
Sands Wealth Management - Top small business award 2016
Sands Wealth Management - Top small business award 2018
Sands Wealth Management - Top small business award 2014
Sands Wealth Management - Top small business award 2015
Sands Wealth Management - Top small business award 2016
Sands Wealth Management - Top small business award 2018

Our Accreditations

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. Our Chartered Paraplanner Peter Crow has also achieved his Platinum Status of Accreditation.

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.

St. James's Place, Platinum Standard

Platinum Status awarded to Becky Marsh, Lisa Machen and Peter Crow

St. James's Place - Silver Status of Accreditation

Silver Status awarded to Annette Littlewood & Pam Sidhu