Jonathan Sands

Spear’s Review

Leeds-based Jonathan Sands explains that he won a client over to St. James’s Place Private Clients from Goldman Sachs because he took an hour-and-a-half-long phone call through dinner one evening. As director of Sands Wealth Management, a partner practice of St. James’s Place, Sands says there’s a £10 million to £20 million ‘sweet spot’ in his largely northern clientele, which also includes UHNWs. 

The secret to wealth management is ‘being passionate enough to care’, he says. 

‘If you care enough, it’s not just a corporate machine. At the very heart of it is finding out what [clients] want, forgetting the products – it’s finding out what they really want, and not presuming.’

Adviser Profile

‘My working week has no specific start or end, I am always available to my clients,’ says Jonathan Sands. ‘To me, being a Chartered Wealth Manager for high wealth clients is to be your family's Financial Concierge, to understand your needs, wrap our arms around you and provide the best possible service and bespoke solutions in all areas of your financial planning strategy.’ 

Jonathan works alongside the other financial professionals in your life, such as solicitors, lawyers and accountants, to create a synergy and provide comprehensive financial planning. This ensures that you receive the highest standards of service and expertise. Most importantly, working alongside your other advisers allows him to be proactive rather than reactive and solve minor issues before they become problems. 

‘I work with my clients to find their “Why?”,’ he says. ‘Why their wealth is important, why they do what they do, why they work, why they invest and why they spend. This helps us to provide solutions by recommending certain products that ultimately save tax and make money. 

‘At Sands Wealth Management we pride ourselves in creating trusting, meaningful, long-term relationships with our clients. 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 and we do this because we care.’

Jonathan adds: ‘I like to think that if we were a restaurant we would be described as an exclusive, five-star establishment run by a team that has the dedication of a family and the backing of the highest industry renowned standards. I don’t want to be the biggest Wealth Manager in the UK but I do enjoy what I do and I want to be the best.’