Case Studies

Our goal is to deliver a personalised wealth management service and we’re proud to have worked with a diverse range of individuals and businesses to help them achieve their personal and financial goals.

Case Study – Business Exit and Inheritance Tax – Mr and Mrs Best

Mr and Mrs Best own a limited company and came across us online when looking for help planning their exit from the business. Although the following case study relates to an actual example, where we have helped our clients by providing solutions to their financial problems, the names and figures have been changed for confidentiality […]
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Case Study – Securing your Retirement – Mr and Mrs Johnson

Mr & Mrs Johnson were referred to us by a local solicitor following them expressing a need to get their retirement plans in order. We arranged a no obligation initial consultation and conducted a full financial review. Although the following case study relates to an actual example, where we have helped our clients by providing […]
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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.