Our Story


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 Practices within St. James’s Place Wealth Management with a regional coverage stretching from the North East to East Anglia.

We work with clients from many backgrounds and industries from Sports Professionals to Medical Experts, Lawyers to Business owners, the common theme is that our clients all want to work with the best Advisers in the business and understand the value that our Advice can bring. We forge strong relationships built on a foundation of trust, mutual respect and expert advice.

From day one, we have invested heavily in technology and see the future for our industry being led by a balanced blend of traditional personal service facilitated by innovative technology. Our My Advice Portal is an example of our commitment to making personal service fit for the 21st century, it allows you to have a one-on-one meeting with your Adviser on a secure, video conference. You can exchange files and sign-off recommendations– all from one safe, easy to use portal.

As we continue to expand and grow we are welcoming new clients every day and look forward to continuing to deliver best-in-class service to help our clients secure their financial future and enjoy their prosperity.

A list of the latest awards won by St. James’s Place can be found on their website here

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

> Our Commitment To You