At Sands Wealth Management, our advice extends seamlessly from your personal finances to your business interests. We can advise on the best approach to realising the value of your ownership, both over coming years and when you come to plan your business exit strategy* ready for retirement. 

We can also provide group pension plans (including access to stakeholder pensions) and employee benefit plans for your colleagues and employees. 

At Sands Wealth Management we regularly work alongside other financial professionals such as solicitors, lawyers and accountants to create a synergy between all of the financial professionals in your life and provide comprehensive, joined up financial planning.

Working alongside the other professionals in your life ensures that you receive the highest standards of service and expertise. Most importantly, when working with other advisers, it allows us to be proactive rather than reactive. For example, this allows us to make full use of pension contributions during the current year.

When the time comes when you want to sell or pass on your business, we can help you manage the unique challenges and responsibilities you will face. Whether succession involves retaining shares beyond retirement, gifting shares to the next generation, or a management buy-out, Sands Wealth Management will guide you through each stage of your exit* process, while helping ensure you can continue to operate your business successfully.

We will also help you identify the potential risks to achieving financial independence, and how to mitigate them.

* This may include the referral to a service that is separate and distinct to those offered by St. James’s Place.

At Sands Wealth Management, our advice extends seamlessly from your personal finances to your business interests. We can advise on the best approach to realising the value of your ownership, both over coming years and when you come to plan your business exit strategy* ready for retirement. 

We can also provide group pension plans (including access to stakeholder pensions) and employee benefit plans for your colleagues and employees. 

At Sands Wealth Management we regularly work alongside other financial professionals such as solicitors, lawyers and accountants to create a synergy between all of the financial professionals in your life and provide comprehensive, joined up financial planning.

Working alongside the other professionals in your life ensures that you receive the highest standards of service and expertise. Most importantly, when working with other advisers, it allows us to be proactive rather than reactive. For example, this allows us to make full use of pension contributions during the current year.

When the time comes when you want to sell or pass on your business, we can help you manage the unique challenges and responsibilities you will face. Whether succession involves retaining shares beyond retirement, gifting shares to the next generation, or a management buy-out, Sands Wealth Management will guide you through each stage of your exit* process, while helping ensure you can continue to operate your business successfully.

We will also help you identify the potential risks to achieving financial independence, and how to mitigate them.

* This may include the referral to a service that is separate and distinct to those offered by St. James’s Place.


” 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