Working together for a better future

Sovereign Wealth Ltd was founded in 2009 with the belief that ‘Together We’ll Prosper’.

This means we believe that by bringing together the right adviser for the right client and offering the best services and solutions available – we can provide an industry-leading service that powers prosperity for our clients.

This collective approach has distinguished us from our peers and aided our rapid growth to one of the largest Principal Practices within St. James’s Place Wealth Management with a regional coverage stretching from the North East to East Anglia.

We work with clients from many backgrounds and industries from Sports Professionals to Medical Experts, Lawyers to Business owners, the common theme is that our clients all want to work with the best Advisers in the business and understand the value that our Advice can bring. We forge strong relationships built on a foundation of trust, mutual respect and expert advice.

As we continue to expand and grow we are welcoming new clients every day and look forward to continuing to deliver best-in-class service to help our clients secure their financial future and enjoy their prosperity.

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Sovereign Wealth Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website.

Sovereign Wealth Ltd

Matthew Bloxsome

This department provides client-focused financial advisory services, assisting individuals in managing and growing their wealth.

Wealth Management

This department focuses on providing comprehensive financial planning services to clients.

Financial Planning

This department focuses on managing client relationships and ensuring high-quality service delivery.

Client Services

This department oversees strategic decision-making and provides leadership for the organization.

Executive Management

This department manages financial operations, including accounting, budgeting, and financial reporting.

Sovereign Wealth Ltd

Org chart

Teams

Wealth Management

Financial Planning

Client Services

Executive Management

Finance Department

Offices

Sovereign Wealth Ltd

Org chart

Teams

Wealth Management

Financial Planning

Client Services

Executive Management

Finance Department

Offices

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