Business Details
18 Years
experience
Your Trusted Partner for Financial Advisory Services
At Sands Wealth Management, we pride ourselves on delivering tailored financial planning solutions designed to meet the unique needs of discerning individuals and corporate clients. With 17 years of dedicated service, our team of chartered financial planners combines extensive expertise with a client-centric ethos, ensuring every strategy aligns with your long-term objectives. Backed by St. James's Place Wealth Management, we leverage industry-leading resources while maintaining the personal touch of a boutique firm. Our commitment to continuous professional development ensures our clients benefit from consistently high standards, evidenced by our low staff turnover and enduring client relationships.We specialise in addressing complex financial scenarios, offering holistic advice across investment planning, inheritance tax mitigation, retirement strategies, and wealth protection. By collaborating closely with accountants and solicitors, we provide integrated solutions that address every facet of your financial life. Our mission is rooted in fostering trust through integrity, excellence, and a genuine passion for empowering clients to achieve financial contentment.
Services
Investment Planning
Inheritance Planning
Retirement Planning
Wealth Protection
Business Advice
Fraud Advice
SWM Vault
Details
- Year established: 2008
Highlights and features
- We have 17 years of experience in bespoke financial planning for complex client needs.
- All advisers hold Chartered Financial Planner status, the industry's gold standard.
- Our partnership with St. James's Place Wealth Management provides access to advanced resources.
- We maintain low staff turnover through continuous professional development investment.
- Client relationships are built on proven expertise in managing multi-faceted financial scenarios.
Associations and certifications
- Chartered Insurance Institute (CII)
- Financial Conduct Authority (FCA)
What people say
Exceptional adviser
Tailored solutions
Trustworthy guidance
Proactive planning
Technical expertise
Services
Investment Planning
We create customised investment strategies using St. James's Place risk-rated portfolios. Our approach combines global fund managers with regular portfolio reviews to balance growth and preservation. Clients benefit from diversification across asset classes and regions while maintaining adaptability to market changes. Our team ensures strategies align with individual risk profiles and financial goals.
Inheritance Planning
Specialised tax-minimisation solutions utilise trusts and investment vehicles to reduce inheritance tax liabilities. We collaborate with legal professionals to coordinate wills, power of attorney, and probate planning. Our holistic approach ensures estate preservation while addressing complex family dynamics and future generational needs within regulatory frameworks.
Retirement Planning
Comprehensive retirement strategies address pension optimisation and income sustainability. We help clients quantify retirement needs and develop accumulation plans considering longevity trends. Services include workplace pension advice, tax-efficient drawdown strategies, and ongoing portfolio management to maintain purchasing power throughout retirement.
Wealth Protection
Risk mitigation strategies protect against income loss, illness, and tax erosion. Our comprehensive approach addresses inheritance tax, capital gains tax, and business continuity planning. We create contingency plans that safeguard family livelihoods while maintaining compliance with evolving regulatory requirements across various financial scenarios.
Business Advice
Integrated business succession planning and employee benefit solutions ensure organisational continuity. We advise on pension schemes, share transfer strategies, and management buy-outs while coordinating with accountants and legal professionals. Our exit planning strategies preserve business value while addressing owners' post-retirement financial security.
People
Jonathan Sands
Director
Chartered Financial Planner with 17 years' experience founding Sands Wealth Management. Specialises in tailored investment strategies and complex financial planning. Maintains long-term client relationships through proactive portfolio management and regulatory compliance.
Robert Keelan
Adviser
Chartered Financial Planner delivering balanced investment strategies. Expertise in retirement planning and business succession solutions. Recognised for exceptional client communication and regulatory compliance adherence. Maintains focus on proactive financial planning.
Paul Baker
Adviser
Chartered Financial Planner specialising in inheritance tax mitigation and estate planning. Combines technical expertise with client-focused approach. Advises on trust structures and cross-generational wealth transfer while maintaining regulatory compliance.
Questions
What financial planning services do you offer?
We specialise in investment planning, inheritance tax mitigation, retirement strategies, wealth protection, and business succession planning for discerning clients.
How do you ensure client confidentiality?
We maintain strict data protection through encrypted digital vaults and secure communication channels. Our SWM Vault ensures document security with dual authentication protocols.
Can I attend seminars without being a client?
Our educational seminars are open to everyone. They provide insights into current financial planning strategies and industry developments from leading specialists.
How do you handle tax changes affecting my investments?
We continuously monitor legislative changes and adjust strategies accordingly. Our advisers maintain professional qualifications to ensure tax-efficient solutions remain compliant.
What happens if my financial circumstances change?
We conduct regular portfolio reviews and adapt strategies to evolving circumstances. Our client review process ensures ongoing alignment with changing financial goals.
