FINANCIAL
PLANNING

An effective plan for the future.

FINANCIAL PLANNING BY SOVEREIGN

An effective plan for the future

What will your future be like? It can be easy to think of the future as being unknowable, but planning ahead can smooth out many of the uncertainties and help your goals and aspirations become reality. When we work with you, we always encourage you to consider the future you want – and then we help make it happen.

 

Planning helps you…

Identify goals and aspirations

Make important decisions today

Look after those you love

Look forward to the future with confidence

FINANCIAL PLANNING KEY PRODUCTS AND SERVICES

By identifying future goals and aspirations – for you, your family and your career – we can help you put plans in place that are designed to achieve them. So although financial planning can’t help you see into the future, it can make sure that the decisions you make today are effective in putting your finances on the right track.

Our expert advice is designed to deliver the future you want by selecting the most appropriate financial products and services for your needs. We regularly review your plan to make sure it remains on track, even as your aspirations and circumstances change.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

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.