Welcome to Sovereign Financial Partners

The new name for Sovereign Money Matters

MAKING YOUR MONEY WORK HARDER

Financial advice for your future

Independent Financial Advice

Sovereign Financial Partners are not tied to any single financial institution, so we can explore the market in order to find the best fit for you from the array of global funds and different asset classes. This in turn gives us the freedom to put together an unbiased, truly bespoke portfolio that precisely meets your needs.

Wherever you are in your life, it is important to receive professional and expert advice on your retirement planning.

You may need your first savings plan setting up or you might prefer to have an existing retirement planning strategy analysed and reviewed to see how it’s working out for you currently.

Assisting you in retirement planning is a core part of our business, it’s what we do best. 

 
Retirement Planning

We will help you realise what is important to you and identify what your ideal retirement planning campaign looks like, and also crucially we will assist you to put actions in place to ensure you get it just right. Scores of people are currently under funded and invested in the wrong funds.

With house prices rising as they have over the last decade or so, Estate Planning is not just required for the wealthy.

There are lots of ways in which we can help with estate planning, protecting your home and family assets.

 

Protection Planning

Many people just keep putting off the planning until it’s too late, yet Inheritance Tax (IHT) is one of the few taxes that can be optional whether you pay it or not

Getting your investments right is not a given by any means.

We are introduced to countless numbers of new clients who have previously been getting it wrong, often badly wrong. Worse still some people simply haven’t started yet. 

 

Investment Planning

 

Our aim is to deliver an Investment Plan that delivers what you want but that is also realistic and achievable.

Personal service, modern approach.

We are committed to helping you manage your wealth in a way which reflects your personal circumstances.
My Advice Portal, our online advice hub, makes receiving our friendly, professional advice even more convenient.

  • Personal Account

    Help manage your finances using your own secure, personal account.

  • Easy Approvals

    Electronic signatures to reduce paperwork

  • Advice Sessions

    Online sessions with your Adviser through our virtual ‘Client Meeting Rooms’

  • Document Vault

    Securely store important policies

GET IN TOUCH

Talk to our team on 01302 721633 or fill in the form below and we will contact you.

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Copyright © 2020 Sovereign Financial Partners – All Rights Reserved.

Company registration 12465188.

Sovereign Financial Partners is a trading name of Sovereign Money Matters Ltd, registered number 08287674. Sovereign Money Matters Ltd is authorised by the FCA, reference 599883.

The Financial Conduct Authority does not regulate Inheritance Tax Planning and Estate Planning Services.

The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

Should you have cause to complain and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service Exchange Tower, London, E14 9SR Tel: 0800 023 4567 or 0300 123 9 123 www.financial-ombudsman.org.uk