POWERING
FUTURES

Financial Planning in Market Harborough

POWERING
MOMENTS

Financial Planning in Market Harborough

POWERING
FREEDOM

Financial Planning in Market Harborough

Financial Advice You Can Trust

Great service and trusted relationships

Our reputation has been built on great service and trusted relationships, we provide 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 take the time to listen to you and understand your personal financial goals. We then design a bespoke plan to help meet all of your financial needs, allowing you to focus on your own objectives, knowing that we have everything in check.

Get To Know Us

Who We Work With
Business Owners

Business owners have to focus their time and energy on their business, often struggling to attend to their own personal financial needs and those of their family.

We help to care for your financial future, in both your business and personal life.

Senior Professionals

You are focussed on your career, you have enjoyed success and have more goals to meet.

Your financial plan is a critical piece of your journey, we will work with you to help your hard work pay off.

Approaching Retirement

Whatever your ‘retirement utopia’ looks like, we help you build a financial plan towards getting there.

You can rest assured that your financial plan is hard at work, aiming for you to enjoy the retirement you deserve.

Connect with us

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.

Take control of your financial future

Your Advice Guarantee

Providing peace of mind is one of our top priorities, as a client of Sovereign Wealth in Market Harborough you are covered by the St. James’s Place Advice Guarantee.

As a Principal Partner Practice with St. James’s Place Wealth Management, you benefit from our personal service backed by a FTSE 100 company who guarantees the suitability of the advice given by Advisers when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group’s website.

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

Contact Us
What my clients say A genuine approach

“We were recommended to Dan some years ago by our insurance adviser of many years. As it happened, I retired earlier than expected and we needed his advice on how to manage our finances earlier than planned. Dan has such as genuine approach to sorting us out without fuss, bother or problem. That was five years ago and since then we have continued to take Dan’s advice with great results that are much appreciated.”

Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise.  You may get back less than you invested.

Elaine Lee Northamptonshire
What my clients say Exceeded all of my expectations

“I have been using Dan for investment advice for many years now. Dan provides a critical insight into my financial affairs, is thorough, and always willing to take the time to discuss any concerns and respond to my questions in a way I can understand. he has exceeded all of my expectations and has been an absolute pleasure to know. Without question, I would highly recommend Dan.”

Dom Politano Director, Northamptonshire
What my clients say A very personal level of service

“Dan has been looking after my pension for several years now after helping to consolidate a number of my pension pots. Dan offers a very personal level of service and keeps me regularly updated with progress and advice. I trust Dan and his advice implicitly now which has helped to grow my overall pension pot considerably. I would certainly recommend Dan to anybody looking for trustworthy and reliable financial advice.”

Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise.  You may get back less than you invested.

Rob Gilbride Northamptonshire
What my clients say Recommended to by a friend

“After consulting with a number of IFA’s I was left unimpressed. I was then recommended to Dan by a friend and his approach stood out a mile. Dan really wanted to get to know me and invested an inordinate amount of time, over several meetings, to understand exactly what my priorities were. He wasn’t at all pushy, unlike other advisers I had seen, I can’t recommend Dan enough.”

John Swift Countesthorpe

What my clients say Very professional and informed

“Daniel became our Wealth Manager several years ago. He’s always been very professional and informed. We have total confidence in his advice and always feel happy after meeting with him. We have recommended Daniel to our friends and family.”

Trevor and Steph Blood Countesthorpe
What my clients say I wouldn’t trust anyone else to look after my portfolio

“I feel very confident with Dan and his knowledge and ability to manage my investment portfolio. I wouldn’t trust anyone else to look after my portfolio which is so very important to me & my family’s future.”

Gurbinder Dhillon Mortgage Adviser, Coventry
What my clients say Friendly, helpful, but very professional approach

“Three years ago I was introduced to Dan and was immediately impressed with his friendly, helpful, but very professional approach. The results have been excellent and I will definitely be staying with him for the foreseeable future. Dan has provided me with a variety of solutions over the years, giving myself and my family total peace of mind. He is always accessible and because of this I would whole heartedly recommend him to anyone.”

Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise.  You may get back less than you invested.

Howard Nutt Leicestershire
What my clients say The most confident and knowledgeable Wealth Manager I have ever dealt with

“I have had the pleasure of working with Dan for a couple of years now and I haven’t looked back since. I work with Dan on a business level and wouldn’t trust anyone else to look after my clients. He is the most confident and knowledgeable Wealth Manager I have ever dealt with and this reflects in my client’s feedback. Dan has proved to be the perfect solution every time delivering honest and caring advice.”

Elliot Dent Director, Northamptonshire

Market Harborough is a member of Sovereign Wealth LLP.

Find out more about Sovereign at our corporate site.

SOVEREIGN CORPORATE SITE

Sovereign Wealth LLP 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 LLP is a Limited Liability Partnership registered in England and Wales, Number OC350767. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.