Our accolades cement us as leading Financial Planners, but it’s our personal approach that really sets us apart.
Each of our highly-qualified and experienced Financial Planners work with a limited number of clients to ensure that we consistently deliver our bespoke financial planning service. We are known for providing outstanding service and support, which results in almost all our clients coming to us through referrals from the people we work with.
Between them, our friendly support team also have many years’ experience. They will usually be your first point of contact with Sovereign. Don’t be surprised if they recognise your voice when you ring; we like the personal touch!