RETIREMENT PLANNING

Effective planning to create a great retirement

RETIREMENT PLANNING BY SOVEREIGN

Planning for the retirement you deserve.

Preparing for retirement is key to achieving the future you want. We get to know your goals and aspirations, then guide you through the choices that lie ahead. By putting together a solid retirement plan today, you can rest assured that your wealth is working hard to help tomorrow turn out the right way. Of course, life is full of uncertainties, but detailed planning can help make sure the ups and downs are just part of the journey.

 

Retirement Planning helps you…

Prepare for the future you want

Optimise your financial arrangements today

Plan for life’s ups and downs

Look forward to retirement with confidence

RETIREMENT PLANNING KEY PRODUCTS AND SERVICES

You might already have a retirement strategy in place. Or it may be one of those things you always meant to get round to. Either way, we help make sure your retirement plans match your retirement goals, and we stick with you to keep everything on course.

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