Sovereign Wealth
Sovereign Wealth is a financial consulting company based in England. They offer a wide range of financial services to their clients. With their expertise in financial management, they help individuals and businesses make informed decisions about their finances. Sovereign Wealth is committed to providing exceptional service to their clients and helping them achieve their financial goals.
Introduction to Sovereign Wealth
Sovereign Wealth is a financial services company located in Market Weighton, England. Established in 2008, the company specializes in providing personalized financial advice to individuals and businesses. The company's unique approach to financial consulting has earned them a reputation as one of the most trusted financial consultants in the industry.Services & Products
Sovereign Wealth offers a wide range of financial services, including investment planning, retirement planning, estate planning, and tax planning. Their team of experienced financial consultants works closely with clients to develop personalized financial plans that meet their unique needs and goals. In addition to their financial consulting services, Sovereign Wealth also offers a variety of investment products, including stocks, bonds, mutual funds, and more.Location
Sovereign Wealth is located in The Lincoln Building Eckland Lodge Business Park, Desborough Rd, Market Harborough LE16 8HB, which is a bustling business park in the heart of Market Weighton. The area is home to a wide range of businesses, including financial services companies, technology firms, and healthcare providers. Visitors to the area can expect to experience a vibrant, dynamic community with plenty of opportunities for networking and collaboration. The three closest public transportation options to the office are the Market Harborough train station, the Market Harborough bus station, and the Market Harborough taxi rank, all within a 10-minute drive.Benefits
Sovereign Wealth's commitment to providing personalized financial advice sets them apart from other companies in the industry. Their team of experienced financial consultants takes the time to understand each client's unique financial situation and goals, and develops customized plans to help them achieve their objectives. Additionally, Sovereign Wealth's comprehensive approach to financial planning helps clients maximize their wealth while minimizing risk.Good to Know
Sovereign Wealth is committed to providing transparent, honest, and ethical financial advice to all clients. They operate under strict industry regulations and adhere to a strict code of ethics to ensure that clients receive the highest level of service and support.Reviews
Customers consistently praise Sovereign Wealth for their personalized approach to financial consulting. Many clients report feeling more confident and secure in their financial futures after working with the company. Additionally, customers appreciate the company's commitment to transparency and ethical business practices.Amenities
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computer -
wi-fi
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meeting room
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coffee maker
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reception desk
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parking
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wheelchair accessible
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financial advice
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investment advice
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tax planning
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insurance services
FAQ
What types of financial services do you offer?
We offer a wide range of financial services including investment management, retirement planning, estate planning, tax planning, and risk management. Our goal is to provide customized solutions to meet each client's unique financial needs and goals.What experience do your financial consultants have?
Our financial consultants have years of experience in the financial industry and hold advanced degrees and certifications. They have the expertise to provide comprehensive financial advice and help clients make informed decisions about their investments and financial future.How do you charge for your services?
We charge a fee based on a percentage of assets under management. This fee structure ensures that our interests are aligned with those of our clients. We believe in transparency and strive to provide our clients with a clear understanding of the fees associated with our services.Can you provide references or case studies of your past clients?
Yes, we are happy to provide references and case studies of our past clients. Our clients' confidentiality is important to us, so we will only share this information with your permission.How will you tailor your services to meet my specific financial goals and needs?
We take a customized approach to each client's financial plan. Our financial consultants will work with you to understand your unique financial goals and needs, and develop a plan that is tailored to your specific situation. We will regularly review and adjust the plan as needed to ensure that you stay on track to meet your goals.Reviews
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Tom Dickens
Really happy with my experience at Sovereign Wealth. I was introduced to Brad, who gave me sound financial advice on a regular basis. Will definitely keep his business card for future reference.
18-05-2023
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Paul Ellicott
I have found Dan and his team both professional and personable. He has understood my requirements and provided accurate advice. I am extremely happy with the performance to date and would highly recommend the services they offer.
18-06-2022
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Colin MacNeill
We were put in touch with Dan by our solicitor and was very pleased with his professional attitude. I have always been sceptical about financial advisers but found Dan helpful, understanding and patient. We would recommend Sovereign wealth for any financial investments.
18-06-2021
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Ben Shouler
Had great dealings with Dan, always very responsive, helpful and efficient with any requests I had.
18-06-2021
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Katie Bill
Tom was recommended to me and did not disappoint, I found him extremely knowledgeable and very easy to work with. Professional and responsive, highly recommend.
18-06-2021
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Macarena Beduwe
Tom has been extremely professional and helpful, would definitely recommend.
18-06-2021
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Abbie Atkins
Tom was a pleasure to work with - Helpful, personable and his industry knowledge is brilliant. I would strongly recommend Tom.
18-06-2021
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George Berry
Tom is an excellent character and knows what he's doing. Highly recommend
18-06-2021
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julie hayton
Fantastic service - make the whole process easy to understand and very patient.
18-06-2021
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Lewis Stokes
Dan and the team at Sovereign Wealth have always treated me with such care and patience. They understand exactly what I'm wanting to achieve and are dedicated to helping me achieve it. It's my hope that this relationship will last a lifetime.
18-06-2021
