Our team consists of highly capable individuals who have a wealth of knowledge and experience and are dedicated to providing you with the best possible service and results.

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 deliver solutions that are right for you.

Find out more about our team members and contact us directly below.

  • Jonathan Sands - Director of Sands Wealth Management

    Jonathan Sands

    Director & Chartered Adviser

  • Robert Keelan - Adviser to Sands Wealth Management

    Robert Keelan

    Chartered Adviser

  • James Cunnington - Adviser to Sands Wealth Management

    James Cunnington

    Adviser

  • Katherine Sands

    Marketing Director & Fraud Adviser

  • Annette Littlewood

    Annette Littlewood

    Office Manager

  • Becky Marsh - Private Client Manager to Sands Wealth Management

    Becky Marsh

    Private Client Manager & Senior Paraplanner

  • Lisa Machen - Senior Paraplanner to Sands Wealth Management

    Lisa Machen

    Senior Paraplanner

  • Peter Crow - Chartered Paraplanner to Sands Wealth Management

    Peter Crow

    Senior Paraplanner & Chartered Wealth Manager

  • Gin Pauliute

    Paraplanning Assistant

  • Lam Peretti

    Design & Administrative Assistant

Jonathan Sands - Director of Sands Wealth Management

Jonathan Sands

Director & Chartered Adviser

As Director of Sands Wealth Management, a Senior Partner Practice of St. James’s Place Wealth Management,  I offer a dedicated personal wealth management service, not an off-the-shelf, one-size-fits-all solution. My philosophy focuses on maintaining a long-term, trusted relationship with my clients, helping them create a firm foundation designed to meet their financial objectives so that they can look to the future with confidence and optimism.

I have been providing a wealth management service to individuals and businesses since 1998 and was invited to become a St. James’s Place Partner in 2009. I created Sands Wealth Management Ltd. to specialise in providing financial wealth management advice to individuals, trustees and businesses based on their needs and circumstances.

I have specialist knowledge which enables me to provide detailed, bespoke advice on: Trust* and estate planning, retirement and pension planning. I also provide advice on broader topics such as investment planning.

My expertise and knowledge, developed over many years, enables me to help clients, both individually and in business, to fulfil their aims and aspirations, as well as offering peace of mind regarding their future prosperity.

*Trusts are not regulated by the Financial Conduct Authority

 

I am delighted to have been awarded 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 I have satisfied rigorous criteria relating to professional qualifications and ethical good practice.

When I work 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.

Robert Keelan - Adviser to Sands Wealth Management

Robert Keelan

Chartered Adviser

In January 2012 Robert was invited to join our successful Practice to assist with the rapidly expanding client base and funds under management. He brought with him 21 years of financial experience, many of which were in Senior Management Roles and focused in the high net-worth market.

Robert places a strong emphasis on professional development and has undertaken a significant amount of qualifications, attaining a Diploma in Financial Planning and then building on this to achieve Chartered status. He has vast experience in the high net-worth market for both corporate and personal clients, with particular attention to pension, investment and IHT planning.

Robert is committed to providing a bespoke personal service to extremely high levels and building lifetime relationships with his clients, their families and his business partners.

 

I am delighted to have been awarded 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 I have satisfied rigorous criteria relating to professional qualifications and ethical good practice.

When I work 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.

James Cunnington - Adviser to Sands Wealth Management

James Cunnington

Adviser

James was invited to join Sands Wealth Management as an Adviser in October 2016, bringing with him a wide ranging experience of constructing pension, investment and estate planning solutions for high net worth clients.

James holds a Diploma in Financial Planning and spent 6 months at the St. James’s Place Academy to ensure that the service he provides our clients is of the highest standard. He is a strong advocate of both life and financial planning and is committed to building trusted relationships with his clients and their families.

James previously graduated from the University of Birmingham with a 2.1 Honours degree in Economics.

Katherine Sands

Marketing Director & Fraud Adviser

Katherine is our Marketing Director. She is responsible for all of Sands Wealth Management’s branding and uses her range of skills to create everything from our website and brochures, to the office branding and interior design.

As a Fraud Adviser she offers assistance and advice to clients about scams by operating our Fraud Advice Line and sending out invaluable monthly emails. She also runs informative seminars to advise clients of the latest fraud risks and how to protect themselves.

Katherine joined forces with her husband Jonathan in 2013, closing her web design business to use her skills solely for Sands Wealth Management.

In 2020 she also set up The Wakefield Conference Room at Sands Wealth Management, which allows professional people to hire the Conference Room for their meetings, seminars and events.

Annette Littlewood

Annette Littlewood

Office Manager

Annette is our Office Manager. She manages the day to day running of the business and is the first point of call for our clients, using years of knowledge and experience to assist them. Annette also supports the whole team on a daily basis, ensuring efficiency for the Practice and connecting the different work teams together.

She has demonstrated her personal commitment by achieving her Gold Status Accreditation through St. James’s Place which ensures that she is able to offer clients high levels of expertise.

Annette has been with us since 2016. She previously worked for St. James’s Place and has 30 years of valuable industry experience.

Gold award

Becky Marsh - Private Client Manager to Sands Wealth Management

Becky Marsh

Private Client Manager & Senior Paraplanner

Becky is Sands Wealth Management’s Private Client manager and is also a Senior Paraplanner. She works closely with Jonathan, James and Penny to ensure every aspect of our Private Client offering is delivered to the highest  possible standard, as well as providing a high level of support to all of our Private Clients. Alongside this, as a Senior Paraplanner, Becky also assists with the Practice’s paraplanning needs.

Becky joined Sands Wealth Management in 2011 after starting her financial career with St. James’s Place working as an administrator and office assistant. Becky and Lisa were the first practice support staff to achieve their Platinum Status of Accreditation through St. James’s Place.

Lisa Machen - Senior Paraplanner to Sands Wealth Management

Lisa Machen

Senior Paraplanner

Lisa is a Senior Paraplanner. In this role she provides support to the Advisers, working closely with them, Becky and Peter to analyse our clients’ needs and objectives and recommending suitable products for their individual circumstances, completing complex income tax calculations and writing investment replacement and pension transfer business.

She has completed her Platinum Accreditation status through St James’s Place and is currently studying for her financial planning qualifications.

Lisa has been with Sands Wealth Management since 2013. Prior to that she graduated from the University of Northumbria with a BA Hons in English before moving into her family business as an Office Manager.

Lisa and Becky were the first practice support staff to achieve their Platinum Status of Accreditation through St. James’s Place.

Peter Crow - Chartered Paraplanner to Sands Wealth Management

Peter Crow

Senior Paraplanner & Chartered Wealth Manager

Peter is a qualified Chartered Wealth Manager and is highly experienced in advising and managing funds for private clients, pension funds and charities. He works alongside the rest of the team to support Jonathan, Robert and James. As a Senior Paraplanner his role is both administrative and technical, using his vast  experience to help ensure that all the advisers provide efficient service to their clients on a daily basis.

Peter joined Sands Wealth Management in 2017 as a Paraplanner after almost 30 years in Investment Management. During his time in the Practice he has continued his professional development and completed his Platinum Status of Accreditation which reflects his expertise.

Platinum Accreditation - St. James's Place

Gin Pauliute

Paraplanning Assistant

Gintare is our Paraplanning Assistant. A typical Paraplanning day for Gintare involves tasks such as liaising with pension and ISA providers, sending out paperwork to clients and writing investment suitability letters.

Gintare hopes to become an Adviser in the future and is currently studying for her financial planning qualifications in her spare time, using the information she gains from studying to help with everyday office tasks.

Gintare joined the Sands Wealth Management Team in 2020 after 4 years working in various roles within St. James’s Place. She has recently completed her Silver Status of Accreditation during her time at Practice and is currently working her way toward Gold Status.

St. James's Place - Silver Status of Accreditation

 

Lam Peretti

Design & Administrative Assistant

Lam is our Marketing and Administrative Assistant. She assists Katherine with various areas of design from posters and client forms, to advertising and the marketing of both Sands Wealth Management and The Wakefield Conference Room. Lam also assists Annette in the smooth running of the office by supporting the whole team.

In 2018, Lam relocated from America to England after graduating with her Masters and Bachelor degrees in Digital Communications from Old Dominion University. She particularly enjoys working on social media marketing and graphic design work. Lam has previously worked as a freelance photographer, graphic designer, and social media manager for a variety of small businesses all across the UK and USA.


Personal Recommendations From Our Clients

At Sands Wealth Management, 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.