My Approach
Wealth management to suit your needs.
We believe in trusted advice, tailored to you. Chartered Financial planning that helps you achieve financial independence and freedom.
Our aim is to help you achieve your goals and aspirations, whether it be, wealth creation, protection and preservation, planning for your secure retirement or passing your wealth on to your loved ones in the most tax efficient manner.
By building a strong, long standing relationship with a trusted adviser you can be confident that your financial plans will be in safe hands and with regular reviews along the way we can monitor if you are on track.
As part of Sovereign Wealth, you will have access to not only a top class locally based service from our dedicated team of support staff but also world class investment management through St. James’s Place Wealth Management.
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.
