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Financial Consultants

Sands Wealth Management Ltd.

Sands Wealth Management Ltd. is a financial services company based in Wakefield, England. They specialize in providing expert financial advice and consultancy services to clients. With a team of experienced financial consultants, Sands Wealth Management Ltd. is dedicated to helping clients achieve their financial goals. Their services include investment management, retirement planning, and wealth preservation. Contact Sands Wealth Management Ltd. today for all your financial needs.

Introduction to Sands Wealth Management Ltd.

Sands Wealth Management Ltd. is a financial consulting company based in Wakefield, England. Established in 2008, the company has been providing financial services to clients for over a decade. Sands Wealth Management Ltd. is unique because they focus on building long-term relationships with clients to ensure their financial success.

Services & products

Sands Wealth Management Ltd. offers a range of financial services, including retirement planning, investment management, and tax planning. They also provide advice on insurance and estate planning to ensure clients have a comprehensive financial plan.

Location

Located in the heart of Wakefield, Sands Wealth Management Ltd. is situated in a bustling business district. The area is known for its mix of small businesses and large corporations, offering a diverse range of services to clients. The company is easily accessible by public transportation with the Wakefield Westgate, Wakefield Kirkgate, and Sandal & Agbrigg train stations all within a 2-mile radius.

Benefits

Sands Wealth Management Ltd. stands out in the financial consulting industry due to their personalized approach to financial planning. Their team of experienced financial advisors work closely with clients to create customized plans that meet their unique needs and goals. They also prioritize transparency and communication, ensuring clients are always informed about their financial status.

Good to know

Clients should be aware that Sands Wealth Management Ltd. does not provide legal or accounting advice. However, they can refer clients to trusted professionals in these areas if needed.

Reviews

Customers praise Sands Wealth Management Ltd. for their knowledgeable and friendly staff, as well as their attention to detail in financial planning. Clients appreciate the personalized approach and the peace of mind that comes with having a comprehensive financial plan in place.

Amenities

  • amenity
    computer
  • amenity
    wi-fi
  • amenity
    meeting room
  • amenity
    coffee maker
  • amenity
    reception desk
  • amenity
    parking
  • amenity
    wheelchair accessible
  • amenity
    financial advice
  • amenity
    investment advice
  • amenity
    tax planning
  • amenity
    insurance services

FAQ

What types of financial services do you offer?

We offer a range of financial services such as investment planning, retirement planning, tax planning, estate planning, and wealth management. We work with clients to create customized financial plans that meet their specific needs and goals.

What experience do your financial consultants have?

Our financial consultants have years of experience in the financial industry and hold various certifications and licenses. They are knowledgeable in different areas of finance and stay up-to-date on industry trends and regulations. We ensure that our consultants are well-equipped to provide quality financial advice and services to our clients.

How do you charge for your services?

We charge for our services on a fee-only basis, which means that we do not receive commissions or incentives from financial products and services we recommend. Our fees are transparent and based on the complexity of the financial plan and services provided. We believe in providing unbiased financial advice that is in the best interest of our clients.

Can you provide references or case studies of your past clients?

Yes, we can provide references or case studies of our past clients upon request. We value our clients' privacy and confidentiality, but we understand the importance of seeing the results of our work. We are confident in our ability to help clients achieve their financial goals and are happy to share success stories.

How will you tailor your services to meet my specific financial goals and needs?

We believe that every client is unique and has individual financial goals and needs. We take the time to understand our clients' current financial situations, future aspirations, and risk tolerance. We then create a customized financial plan that addresses these specific needs and goals. We also provide ongoing support and advice, adjusting the plan as necessary to ensure that our clients' financial objectives are met.