CORPORATE
SERVICES

A firm financial footing for your business.

CORPORATE SERVICES FROM SOVEREIGN

Secure your business’s financial future.

Running a business is hard work and it’s important to ensure your hard work is creating financial security. You and your employees all rely on your business, and taking steps to secure its financial future is all part of being successful at what you do.

Financial planning for your business helps you…

Look after your finances and those of your employees

Build a stronger, healthier business

Secure your business’s financial future

Feel confident that your business is well prepared for success

CORPORATE SERVICES KEY PRODUCTS AND SERVICES

We take a good look at your business, listening to your aims and ambitions, then putting together a plan for long-term financial security. With many years of experience working with organisations of all sizes, you can rely on us to deliver the services you need while allowing you to concentrate on running your business.

Exit strategies may include the referral to a service that is separate and distinct to those offered by St. James’s Place.

The value of an investment 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.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

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.

Get in touch.

Our team are ready to help.

Contact Us

Sovereign Wealth LLP 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 LLP is a Limited Liability Partnership registered in England and Wales, Number OC350767. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.