Sands Wealth Management Ltd, Managing Partner Practice of St. James's Place Wealth Management
Company Management

Sands Wealth Management Ltd, Managing Partner Practice of St. James's Place Wealth Management

Financial Services United Kingdom 9 employees
Employees
9
Contacts
1
Emails
1

Sands Wealth Management Ltd, Managing Partner Practice of St. James's Place Wealth Management Overview

Headquarters
United Kingdom
Industry
Financial Services
Employees
9
Founded
2009
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Sands Wealth Management Ltd, Managing Partner Practice of St. James's Place Wealth Management

The essence of Sands Wealth Management is to help make it easier and simpler for you to manage your wealth. We achieve this through the provision of personal, face-to-face wealth management advice that is designed to suit your individual long-term requirements. We can help address straight forward issues, as well as resolving more complex multi-faceted problems. There are no off-the-shelf solutions as our experience is that every single client has their own personal concerns, responsibilities and ambitions. Therefore, the solutions that work for one, simply would not work for another. At Sands Wealth Management, we base our service on this principle and have built exceptionally strong, trusted and lasting relationships with our clients. It is a testimony to our service, that the majority of our new clients come from introductions. The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP approved 27/11/2024

Sands Wealth Management Ltd, Managing Partner Practice of St. James's Place Wealth Management Contact Details

People in AeroLeads
4
With contact data
1
Email contacts
1
25.0% coverage

Sands Wealth Management Ltd, Managing Partner Practice of St. James's Place Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Matthew Swan Chartered Financial Planner, Director at Swan Wealth Management Ltd.
Email
Paul Baker Apfs Chartered Financial Planner
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Robert Keelan Wealth Management Adviser at Sands Wealth Management Ltd, Managing Partner Practice of St. James's Place Wealth Management
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Lam D Peretti Ma in Digital Communication - Photographer - Graphic Designer & Social Media Marketer at Sands Wealth Management - Event Manager at the Wakefield
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Employees by Management Level

Director 3 profiles
Individual contributor 2 profiles
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 1 1 1

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