Sovereign Wealth was founded in 2009 with the belief that ‘Together We’ll Prosper’.
This means we believe that by bringing together the right adviser for the right client and offering the best services and solutions available – we can provide an industry-leading service that powers prosperity for our clients.
Our team is here to take care of you.
A strong personal relationship is the firm foundation on which every financial plan is built. All our advisers are experts in their field – in understanding how to unlock your wealth’s potential to achieve your aspirations and goals. But more than that, they are friendly individuals committed to getting to know you personally, because only then can the plan we put together truly reflect who you are.
- Our network of expert advisers reaches across the UK
- We are friendly, approachable and always ready to help
- We help you understand every detail of your plan
- We listen and respond to your feedback
A commitment to creating prosperity
When you meet us, our passion and integrity should shine through. From the very first meeting, we listen carefully, learn about who you are, and build a financial plan designed to help you achieve your goals. We do it day in, day out, over and over – and it’s why our clients recommend us again and again.
But behind our approachable expertise and our specialist skills lies a deeper drive – a commitment to create prosperity for all our clients. Through this prosperity, we help individuals, their families, their colleagues and businesses achieve more in life and build the thriving futures they deserve.
- We’re driven by our commitment to creating prosperity for clients
- We strive to be the best in the business
- Our advice takes account of all your financial needs
- Through long-term relationships we build confidence and trust
Leading the way
Our driving force is powering prosperity for our clients. By providing a fantastic service and achieving great results for our clients we also benefit with organic growth through referrals. We have also been pleased to receive recognition for our work through industry awards, which our team all play their part in achieving together.
Providing peace of mind
As a Principal Partner Practice of St. James’s Place Wealth Management you benefit from our personal service backed by a FTSE 100 company who guarantees the suitability of the advice given by our Advisers when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group’s website
Sovereign are proud to support the St. James’s Place Charitable Foundation.
Founded in 1991, the Foundation is the charitable arm of the St. James’s Place Wealth Management Group and has so far raised and distributed over £93 million to help make a significant difference to the lives of children and young people. The Charitable Foundation has funded hundreds of projects, which is owed to the tremendous commitment that the St. James’s Place community show to the Charitable Foundation year after year.