At Sands Wealth Management, we have a diverse client bank which includes a 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.

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.

Private Clients

At Sands Wealth Management, we specialise in looking after higher-net worth clients who have a different set of motivations and ambitions when managing their wealth. We ensure that their complex financial needs are managed in the best way by maximising opportunities and simplifying their affairs as much as possible.

We provide a bespoke service to our Private Clients to deliver added value both now and in the future.

Our aim is to work with our Private Clients closely to build a lasting and trusted relationship. As a Private Client, as part of this exclusive service, we also provide you with a dedicated Private Client Manager who is on hand at all times to speak to you directly and offer full support.

Retired Professionals

We are committed to providing a tailored solution to your financial planning needs, throughout your career and into retirement, giving you personal, face-to-face wealth management advice that is designed to suit your individual long-term requirements.

We specialise in giving advice in areas such as Investment, Inheritance Tax, and Portfolio Planning and aim to create long lasting, profitable solutions to your financial problems that support you and your family and protect against risk.

We understand that either approaching retirement or during retirement, your circumstances are moved on from wealth creation to wealth preservation. Therefore tailoring ones investments in the right area, based on their attitude to risk. It is vital that you have enough income for your individual circumstances, enough access to capital and cash when needed and ultimately to ensure that the least amount of tax is paid where possible, for you and for when your family will inherit your estate.

Executives and Entrepreneurs

At Sands Wealth Management, we are experts in looking after executive affairs and provide financial advice and wealth management services to individuals, businesses and trustees.

We understand the specific needs that executives or company directors have. This includes areas of financial advice such as key man insurance, protecting against financial risk and general pension and investment planning. This ultimately leads onto comprehensive planning for aspects of business exit* or profit extraction strategies which could include the use of tax efficient investments.

We work alongside other financial professionals such as solicitors and accountants to create a synergy between all of the financial professionals in the executive’s life and provide comprehensive, joined up financial planning.

Farmers

Sands Wealth Management are experienced in providing wealth management services to farmers and their families, based on each individual’s circumstances and needs.

We understand the specific needs that many farmers have, such as agricultural relief and business relief on their land, property and investments.

We work with clients and often multi-generations of the same family, in order to provide a comprehensive planning strategy which takes full advantage of all tax relief available. This enables our clients to save as much Inheritance Tax, Income Tax and Capital Gains Tax as possible, while aiming to make investments grow at the same time.

We have helped plan clients’ affairs, in particular around non-farming children and business succession.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you 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.

*Exit Strategies may include products and services that are separate and distinct to those offered by St. James’s Place.