Our Commitment

Truly independent Advice

Sovereign Money Matters 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.

Planning Your Portfolio

Risk v reward: Are you cautious in your outlook, open to different options or really quite adventurous? We will get your opinions and complete a risk profile together before agreeing parameters that you’re happy with.

Options: Once we know what type on Investor you are and what you are looking to achieve we research the market and put recommendations together for you, giving you some options before we come to a decision together. 

Regular reviews: This will be re-visited when we conduct our reviews and also by us in the background as the market horizon alters and new funds are available in the market place. We offer carefully constructed risk rated portfolios to allow you to invest across a wide range of global asset classes and different fund manager styles, delivering a diversified and well balanced set of investment solutions.

Review & report: We continually assess the progress of your portfolio and invite you to for regular review meetings at intervals of your choosing to ensure performance is where we both want it to be. You can also keep aware yourself by logging in remotely to view your holdings.


We have a clear and straight forward fee-charging structure. A small charge is made for the preparation of your initial Financial Planning Report. 

The charge is fixed and will be agreed in advance. 

Our initial advice fee for the investment of funds is based on a percentage of the value of the amount invested. 

Our annual charge for the ongoing review service is a fixed percentage of your total investment funds held under our management. 

We would be happy to provide a personal illustration of the fees that would apply to your own portfolio.

Get in touch.

Our team are ready to help.

Contact Us

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