INVESTMENT
PLANNING

A sound investment in your future.

INVESTMENT PLANNING BY SOVEREIGN

Planning for the future you deserve.

Investing for the future is fundamental to most people’s financial plans, but understanding how, why and what to invest in requires specialist expertise. We understand that your ideal investment strategy depends on many factors, but by getting to know your reasons for investing and your attitude to risk, we can give you the comprehensive advice you need.

 

Our investment advice helps you…

Understand your investment options

Spread your investments across the most appropriate assets

Make the right choices for you and your family

Build a balanced, diversified investment solution

INVESTMENT PLANNING KEY PRODUCTS AND SERVICES

We have access to an investment portfolio that meets your needs, whether you are aiming for income, growth or a combination of the two.

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.

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