Summary
Wealth Management and financial planning
Tim Sands, MCSI
T: 07834 644 730
E: [email protected]
For me, being a wealth manager is far more than delivering the highest level of annualised return for a given level of risk; my role is to support private clients, businesses and their families to develop a financial life plan which includes structuring a health and lifestyle aspect - there is little point in being the richest person in the cemetery!
Wealth management therefore begins with protecting your health, salary and assets before moving towards further wealth creation including developing a million-pound pension pot (which for many people is within reach with careful long-term planning); and then finally moving towards the efficient transfer of wealth to the next generation and beyond.
I have been involved in some very sizeable and complex institutional transactions, however I firmly believe that everybody in the UK should have access to wealth management expertise – therefore I support clients who are just stepping into the financial world right through to large businesses and the ultra-wealthy.
Please drop me a line or call me direct to discuss your needs and how I can support you through your financial journey. Kind regards, Tim 07834 644 730 / [email protected]
Experience
-
Moneytree Wealth Management
Wealth Manager & Financial Adviser
2015 - Current -
SL Investment Management
Senior Manager
1996 - 2014Fund Management
-
Blue Bridge Wealth Structuring
Managing Director
2014 - 2015
Education History
-
Secondary School
Calday Grange Grammar
1984 - 1991 -
Financial Services
Nottingham Trent University
1993 - 1996
Qualifications
CISI Private Client Investment Advice and Management (PCIAM, level 6)
Financial Planning Certificate (FPC)
BA Hons Financial Services, Nottingham Trent University. Grade 2:1
