Sands Wealth Management Overview

Sands Wealth Management is now in its 17th year of business and I am sincerely proud of our continued growth, from relatively humble beginnings as a sole trader, to now having 3 advisers; all of whom are chartered planners. Alongside the advisers, we have highly capable and experienced staff members which create a highly competent Team.

Our business is strengthened further by the backing of St. James’s Place Wealth Management, of whom we are a Principal Partner Practice. This enables us to do what we do best.

We continue to invest yearly in our most important asset, our Team; through continued professional development and training, which I am proud to say has resulted in extremely low staff turnover over our years in business. This gives you reliability and assurance that we truly understand your wealth and needs, as we travel with you on your financial journey.

I believe this website is a true reflection of our business and shows you exactly what you can expect as a client of Sands Wealth Management; expert advice and superior customer service for both you and your family members.

I am fiercely proud of my business and my team and I sincerely feel that our existing, valued clients will agree that we do truly stand out from the crowd as a boutique wealth management firm.

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.

Chartered Financial Planners

Jonathan Sands (Director), Robert Keelan (Adviser), and Paul Baker (Adviser) have been awarded the prestigious Chartered Financial Planner designation by the Chartered Insurance Institute (CII). This is the industry’s gold standard for individual financial planners. This means they have satisfied rigorous criteria relating to professional qualifications and ethical good practice.

When they work alongside you, you can be confident that you are dealing with one of the UK’s leading financial planners who is wholly committed to providing you with the best possible advice, service, and support.