What we do

Typically, our clients are at or within 10 years of retirement.  They have often already accumulated significant personal or business wealth but lack the time and/or expertise to create a financial plan and make informed decisions about the best way to use that wealth to achieve long term financial security for themselves during retirement and leave a legacy for those they care about.

Over the years the financial services industry has been very good at selling products but less successful at helping people to plan with a degree of certainty for the future! At Sovereign we are passionate about helping our clients to plan and prepare for the future and, once we have prepared your financial plan, providing the necessary advice and guidance to help you implement the correct strategies and solutions to reach your goals. Our ethos is very much about focusing on you, your financial goals and aspirations, not on what products you have or haven’t got!

We offer our prospective clients an initial meeting or discussion at our expense. This exploratory conversation is designed to help you understand how we can help you and what we might charge you for any work that we undertake on your behalf, so that you can make an informed decision about whether to appoint us.

If appropriate, and with your permission, we prefer to work closely with other professionals including your accountant and solicitor to ensure that your financial affairs are managed in a joined up manner.

Our highly qualified and experienced advisers each works with a limited number of clients to ensure that we can consistently meet their advice needs and expectations. We are known for providing an outstanding client experience which results in almost all our clients coming to us via referrals from other clients and local professionals. We are proud of the ethos, culture and values that drive our business and of the fantastic feedback we get from the clients we work with.

log in to view your investments
talk to us

sign up to our newsletter