“Jonathan spent time getting to know us first. As a result, we have not only received excellent financial advice, but it is perfectly tailored to our lifestyle and circumstances.
We would confidently recommend his services.”
Mr Jeremy Cross – Company Chairman, Kirkby Overblow
“When I was looking for sound financial advice to support me through my retirement after bad investments with another Financial Adviser, Jonathan really listened to what I wanted from my investments instead of making assumptions.
Since then, he has always given me reassuring advice and technical information, in terms I understood. With his professional understanding of the products, he produced a portfolio specifically with my best interests being foremost.
With his expert knowledge and understanding of my financial requirements, he has continued to give trustworthy advice to keep pace with the changing financial market. He has been a real asset.”
“Robert is the consummate professional. His advice is always balanced, sound and generates trust. His manner is always friendly and his level of service and support second to none.
He works hard to promote the best interests of the client, but always takes time to explain his advice and any available options.
He is an exceptional adviser and I would have no hesitation in recommending him to anyone.”
Mr John Sherwood – Commercial Director, Leeds
“James has the gift of guiding you in the right direction to make a wise decision about your finances, to suit your circumstances and situation. He has the knowledge and experience to help in all matters in a very friendly and pleasant way. Also, I have found him to be entirely trustworthy at all times.”
Mrs J. Peart – Retired Teacher, Leeds
“Jonathan Sands is a truly professional financial consultant with a real depth of knowledge who has brought sound, pro-active solutions to our wealth management. His much valued and trusted advice has been greatly appreciated by all of our family. We have no hesitation at all in recommending Jonathan to friends and Colleagues.”
Mr Peter D. & Mrs Evelyn Beeforth, Whitby
“Jonathan is in a class of his own. The quality of service and advice he gives is exceptional. I have been investing since 1987 and have not come across anyone who nears his brilliance and the care he offers his clients.
His advice has always resulted in very good results since he regularly monitors his clients portfolio and advises of periodic fine tuning.
They say ‘you get what you pay for’, this is certainly true of Jonathan & St. James’s Place. In my opinion they are ‘simply the best’ !!”
Dr Arun Kumar Puri – President of Commercial Solutions, York
“My wife and I are most impressed with the outstanding quality of Jonathan’s professional knowledge and mastery of our family financial affairs.
His confident guidance, clear explanations and canny judgement on how best to manage our money and investments is greatly appreciated. Of particular note is Jonathan’s friendly and relaxed style; it is a pleasure to do business with him.
We could not be more satisfied, I recommend him unreservedly.”
Brigadier J. B. Howard, CBE DL – Retired Army Officer, Ampleforth
“Jonathan and his team have a competitive edge over other Advisors in that they provide a responsive, strategic and holistic service. In my own particular case, an integrated approach to inheritance tax planning, pensions and investment planning has been first class and invaluable. I can highly recommend them.”
Sir Graham Hall – Ex Chief Executive of Yorkshire Electricity & Non Executive Director of the Bank of England, Knaresborough
“Jonathan has given me reliable expert advice on all of my financial matters and appreciate his personal and friendly approach.
Since moving my financial affairs into his care, I have a relaxed ‘confidence’ that he will do the best possible to meet my requirements and I would certainly recommend him to others.”
Leslie Hodgson OBE, Masham
“Jonathan has that rare combination of strong technical knowledge and an ability to communicate in an accessible and friendly manner.
From the moment Jonathan started work on my financial matters it was like a breath of fresh air. He approaches work with a passion and enthusiasm that I had not experienced from previous advisors.
I would recommend Sands Wealth Management without hesitation to anyone who values focused individual advice when making key financial decisions.”
Mr Richard Grant – Huddersfield
“James took over our wealth management from Jonathan, and his personal and friendly approach along with his knowledge and advice quickly gained our confidence. My wife and I feel sure he will be supportive if one or both of us is unable to cope, and not leave our daughter with financial problems. We have no hesitation in recommending him to friends and colleagues”
Ian & June Roberts – Whitby, North Yorkshire
“Rob has provided timely and trustworthy advice tailored uniquely to my personal circumstances. He has a broad base of financial knowledge and his service and support has been exceptional. He is a ‘safe pair of hands’ in challenging times. I would not hesitate in recommending him to anyone.”