At Sovereign Wealth in Market Harborough, 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.
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 in Market Harborough.
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 Market Harborough, 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.