Supporting Business Owners
Your Partner In Planning For Success
At Sovereign Wealth we specialise in working with business owners in the increasingly complex area of entrepreneurial financial planning, from pension planning to employee benefits, insuring against the loss of a key director through to assisting with aspects of exit strategies.
Through our Partnership with St. James’s Place Wealth Management, we are able to offer access to the Entrepreneur Club. Designed to provide access to advice and support that will help maximise the growth rate and valuation of your business, we work closely with advisory network support specialists, including external business consultants, who in turn work together with business owners as their journey starts, right through to exit. This insight has provided us with a deep knowledge of common stresses and needs experienced by the business owner. We can assist in addressing these key concerns and challenges helping you confront and overcome the constraints that hold back your business from achieving its full potential.