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
- Website
- sandswealthmanagement.co.uk
- Industry
- Financial Services
- Employees
- 9
- Founded
- 2009
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Matthew Swan | Chartered Financial Planner, Director at Swan Wealth Management Ltd. | Greater Bristol Area, United Kingdom |
Email
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| Paul Baker Apfs | Chartered Financial Planner | Manchester, England, United Kingdom |
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| Robert Keelan | Wealth Management Adviser at Sands Wealth Management Ltd, Managing Partner Practice of St. James's Place Wealth Management | Wakefield, England, United Kingdom |
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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 | Phone | |
|---|---|---|---|
| Executive | 1 | 1 | 1 |
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