At Sovereign Wealth in the Midlands, our goal is to deliver a personalised wealth management service to individuals and businesses, helping them achieve their personal and financial goals. We pride ourselves in understanding the needs of successful individuals, from a variety of backgrounds, to which we can offer a deep knowledge of investment planning, tax rules and wealth structuring.

Our reputation has been built on service and client relationships, as we continually commit to giving a truly personal and bespoke service tailored to your specific needs. This is with the principal aim of developing and building a long-term relationship based on trust and integrity.

We offer a local, friendly, face-to-face approach to financial advice, backed by the resources and financial strength of a FTSE 100 company – St. James’s Place. St. James’s Place is one of the UK's leading wealth management organisations.

The value of your investment can go down as well as up. You could get back less than you invested. 

Sovereign Wealth Limited 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)

SJP approved 24/07/2023

Finance

Investment Management

Sovereign Wealth, Midlands

Org chart

Similar companies