Jonathan Sands Email & Phone Number

As Director of Sands Wealth Management, a Managing Partner Practice of St. James’s Place Wealth Management, I offer a dedicated personal wealth management service, not an off-the-shelf, one-size-fits-all solution. My philosophy focuses on maintaining a long-term, trusted relationship with my clients, helping them create a firm foundation designed to meet their financial objectives so that they can look to the future with confidence and optimism.I have been providing a wealth management service to individuals and businesses since 1998 and was invited to become a St. James’s Place Partner in 2009. I created Sands Wealth Management Ltd. to specialise in providing financial wealth management advice to individuals, trustees and businesses based on their needs and circumstances.I have specialist knowledge which enables me to provide detailed, bespoke advice on: Trust* and estate planning, retirement and pension planning. I also provide advice on broader topics such as investment planning.My expertise and knowledge, developed over many years, enables me to help clients, both individually and in business, to fulfil their aims and aspirations, as well as offering peace of mind regarding their future prosperity.*Trusts are not regulated by the Financial Conduct AuthoritySands Wealth Management Limited 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) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products. The titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.

Listed skills include Wealth Management, Financial Services, High Net Worth Individuals, Pension Schemes, and 7 others.

• 

  Director

  Sands Wealth Management Ltd, Managing Partner Practice Of St. James'S Place Wealth Management

  May 2009 - Present

  At Sands Wealth Management we specialise in providing high quality face-to-face wealth management services to individuals, businesses and trustees across the UK.Our services are designed to suit our clients’ individual requirements based on their needs and circumstances.This 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) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website www.sjp.co.uk/products. The titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.