What it Means to be a Client
A fundamental part of financial planning is truly understanding the circumstances, needs and objectives of our clients.
The first step is arranging an initial meeting with us. We will take the time to get to know you, establishing the foundations for what will be a long-term relationship based on trust.
It often takes a number of conversations before we have suitable knowledge to advise you appropriately on the best course of action. This is a great opportunity for you to get to know your Financial Adviser, the business itself, and gain a good understanding of what it means to be a client of Sovereign Wealth, Midlands.
Once we fully understand your needs, we will make a recommendation that will help you fulfil your goals. We provide holistic wealth management advice and financial planning, often considering a wide variety of solutions to meet your needs. This can cover everything from savings, investment and tax planning, pensions and retirement planning, wealth structuring, inheritance tax and estate planning, corporate financial planning, and potentially the use of trusts*. All with the idea of arranging your affairs in the most efficient way possible.
We adopt an open, transparent and understandable approach when dealing with our clients. Your Financial Adviser will always explain clearly your statutory rights, any charges and protections that apply, and will confirm any advice in writing.
Should you choose to invest and start your journey with us as a client, we will confirm with you the full details of the advice and investments you have made.
We all prefer to work with someone we like, trust and have confidence in. We have no doubt at Sovereign Wealth in the Midlands, your Wealth Manager will be that person for all your financial planning needs.
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.
* Trusts are not regulated by the Financial Conduct Authority.