Sands Wealth Management specialise in meeting the financial needs of people who have significant capital, or who earn higher incomes, and whose circumstances are therefore more complicated than most.

Our team offer a wide range of high quality wealth management services to individuals, businesses and trustees.

Our Mission Statement

We create trusting, meaningful, long term relationships with our clients, aiming towards a successful financial journey.

Our deepest purpose is to help you to attain, enjoy and keep the lifestyle you want to lead, while creating happiness through financial contentment.

We excel at what we do and are committed to maintaining standards of excellence.

We do this because we care.

Our Areas of Expertise

Our experienced team offer a wide range of high quality wealth management services and have years of experience and knowledge to support you.

Through our holistic approach we specialise in the following areas:

  • Investing for capital growth or capital preservation
  • Protecting lifestyles against risk
  • Mitigating tax liabilities
  • Investing for income
  • Contingency planning
  • Pensions
  • Protecting wealth
  • Planning for retirement
  • Inheritance planning
  • Later life planning
  • Tax planning
  • Business advice
  • Planning your business exit strategy*

* Please note that advice provided in this area, may involve the referral to a service that is separate and distinct to those offered by St. James’s Place.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount 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.

” 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