MAKING YOUR MONEY
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About Sovereign Financial Partners

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.

 

 

Why Choose Sovereign Financial Partners?

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.

    Jargon-Free Advice

    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

    Trusted service

    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

    The right Adviser for you

    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.

    Meet Our Team

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