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

We appreciate that higher-net-worth  clients have  a  different  set  of  motivations and ambitions when managing their wealth. We ensure that your complex financial needs are managed in the best way by maximising opportunities and simplifying your affairs as much as possible.

Our Private Client service is an exclusive service that brings together a comprehensive range of solutions to address the four key areas of effective wealth planning:

  • Maintaining lifestyle
  • Protecting assets and family estates
  • Pursuing philanthropic aims
  • Supporting business and professional interests

We are also able to consolidate your overall Private Client affairs within a holistic structure, which will include areas such as Wills*, Power of Attorney* and Tax.

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.

Working Alongside Your Other Financial Professionals

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.

Together we create a working plan, to provide a clear direction towards meeting your financial goals. This ensures that you receive the highest standards of service and expertise.

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.

* Wills and Powers of Attorney involve the referral to a service which is separate and distinct to those offered by St. James’s Place and are not regulated by the Financial Conduct Authority.

The St. James’s Place Advice Guarantee*

St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the group.

More details of which are set out on the Group’s website at

“ 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

Past performance is not indicative of future performance