TOGETHER WE’LL PROSPER

About Sovereign Wealth

About Us

Working together for a better future

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.

This collective approach has distinguished us from our peers and aided our rapid growth to one of the largest Principal Partner Practices of St. James’s Place Wealth Management with a regional coverage stretching from the North East to East Anglia.

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Why Choose Sovereign?

Personal service with a modern approach.

You deserve the best, that’s what we strive to deliver. We are a well-established business with a large and loyal client base, but we don’t rest on our laurels. Continued investment in technology, training and knowledge keeps us at the forefront of the wealth management industry and means our clients trust us to manage their wealth with care and attention.

 

  • Award Winning

    Leading the way in wealth management

    We are a Principal Partner Practice of St. James’s Place Wealth Management, which is an award winning FTSE100 businesses and one of the leading wealth management company’s in the UK.

  • Established

    A fast growing business with a proven track record

    With a decade of success under our belt, we now help over 7,000 clients with over £1.3 billion of funds under management and have a network of over 30 expert advisers around the UK.

  • Certified

    Driven to achieve the highest standards in our industry

    We are committed to achieving the highest standards, all our advisers have a programme of professional development through leading certifiers such as the Personal Finance Society and the Chartered Insurance Institute.

Guaranteed Advice

Providing Peace of Mind

As a Principal Partner Practice of St. James’s Place Wealth Management, you benefit from our personal service backed by 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.