About Us
Established in 1973
“Money Matters” was founded in 1973 and bought by Sovereign 40 years later.
We have now rebranded as “Sovereign Financial Partners” to better represent our experience and service.
We have now rebranded as “Sovereign Financial Partners” to better represent our experience and service.
We foster long-term relationships with our clients, driven by a focus on service and quality advice.
We want you to enjoy the experience of being a client.
We won’t try to baffle you with jargon and technical terms, we will talk to you in clear, easy to follow language and set out our plans in easy to read and understand documentation, explained clearly and patiently, taking into account your own individual experience and knowledge. If you want a summary in layman’s terms we can provide it; if you want detailed and technical analysis equally we can provide that too. Talk to us in your preferred language and we’ll talk back in the same tone.
The Right Plan for You
We are highly skilled, educated and very approachable. Bring all of your financial worries, concerns, hopes and beliefs to us and we will deliver a trusted plan with attention to detail and the personal touch.
A Good Fit
Who you choose to look after your financial affairs is a very important decision and one that you need to be sure about.
There are many things to look for. Do you know your matters will be dealt with using discretion and integrity? Trust in your Adviser is equally important as are their skills and expertise in not only knowing the market place but also in being able to grasp what your beliefs and ideals are from the outset, allowing your plans to be truly yours and what you want them to be.