Get to know us

About Sovereign Wealth Midlands

At Sovereign Wealth 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.

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 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.

Our Relationship with You

At Sovereign Wealth Midlands, we are committed to developing long-term relationships with our clients.

We believe in providing tailored advice based on your individual circumstances, helping you manage your wealth whilst creating a relationship based on trust.

Our commitment to you:

  • To provide personal face-to-face financial advice.
  • To arrange regular reviews of your financial affairs, in line with the frequency to which we have agreed.
  • To deliver effective investment management.
  • To aim to be helpful and responsive, to keep you informed and to communicate with you clearly at all times.
  • To listen and action any feedback.
  • To ensure that we address your needs in a professional and sensitive manner.
  • To be welcoming, courteous, fair and respectful at all times.

We will endeavour to ensure that your experience of Sovereign Wealth Private Clients is a positive and rewarding one, and that all dealings with us meet your complete satisfaction.

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.

Meet Our Team

Why Choose Sovereign?

Personal service with a modern approach.

You deserve the best, that’s what we strive to deliver. We are a well-established business with a large and loyal client base, but we don’t rest on our laurels. Continued investment in technology, training and knowledge keeps us at the forefront of the wealth management industry and means our clients trust us to manage their wealth with care and attention.

 

  • Award Winning

    Leading the way in wealth management

    We are a Principal Partner Practice of St. James’s Place Wealth Management, a FTSE100 businesses and one of the leading wealth management company’s in the UK. St. James’s Place has received regular recognition for their work, such as Wealth Management Company of the Year at the City of London Wealth Management Awards in 2020.

  • Established

    A fast growing business with a proven track record

    With a decade of success under our belt, we now help over 7,000 clients with over £1.3 billion of funds under management and have a network of over 30 expert advisers around the UK.

  • Certified

    Driven to achieve the highest standards in our industry

    We are committed to achieving the highest standards, all our advisers have a programme of professional development through leading certifiers such as the Personal Finance Society and the Chartered Insurance Institute.

Get in touch.

Our team are ready to help, you can call us direct on 01858 791 182 or email us at the link below.

Get In Touch

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) 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 www.sjp.co.uk/products. Sovereign Wealth Limited is a Limited company registered in England and Wales, Number 07115386. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.