Knowledge and Resources

Improve your financial wellbeing – five top New Year’s resolutions

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Surround yourself with stars: why building the right team is critical to growth

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Festive fun and financials: talking about money at Christmas

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Dealing with the financial ‘downs’ of daily life

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Building good money habits in 2024

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Making tax-smart gifts this Christmas

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The importance of responsible investing

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Giving the whole family a head start this tax year-end

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Five things you need to know about Inheritance Tax

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Gifting can help your family beat the cost-of-living crisis

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ABOUT SOVEREIGN WEALTH

A leading Wealth Management and Financial Planning organisation with over 50 Advisers across the UK helping over 10,000 clients and managing over £2 billion of funds.

SJP Approved on 12/05/2023

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Sovereign Wealth 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. Sovereign Wealth Limited is a Limited company registered in England and Wales, Number 07115386. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.