Why choose us

We understand that choosing a financial professional is a big decision. That’s why we ask that you take the time to get to know us before you get in touch.

If you haven’t already, you can find out more about our team by visiting our ‘Meet the Team’ page.

To ease any fears you may have about seeking the help of a financial professional, here are some of the reasons we believe you should choose Sovereign:


We are Chartered

Chartered status is the ‘gold standard’ in financial planning. You can rest assured that you will receive the best possible advice, service and support.


We are Independent

Our Independent status enables us to offer bespoke recommendations. The advice we give is based solely upon your objectives and aspirations.


We offer fair and transparent fees

We pride ourselves on being fair and transparent. We offer a value for money service that, in turn, adds value to the people we work with.


We are Financial Planners

As Financial Planners, we make sure that your money is working hard to help you achieve all you want from life; we call this ‘money with a purpose’.


We are award-winning

We have received some noteworthy awards over the years, including the Top 100 Advice Firms award from Citywire’s New Model Adviser.


We are specialists

Because we only work with certain types of clients, we have an in-depth understanding of their financial challenges and, importantly, the solutions.


We are friendly and approachable

Our team is genuinely personable and friendly. The best business is always between friends, and that’s what most of our clients are.


We are a safe pair of hands

We are authorised and regulated by the Financial Conduct Authority (FCA).

What do our clients have to say?