The service we provide
Our Investment Proposition
Comprehensive and robust approach
At Sovereign Financial Partners we have devised a focused and robust approach to providing a suitable investment solution to our clients. We have done so by making use of the expertise that is available to us through being able to advise on the entirety of the fund management universe available.
Attitude to risk
At the heart of our process is our commitment to providing an investment solution that is intrinsically linked to clients’ attitude to and capacity for risk. All of our investment recommendations are therefore designed to provide the best solution for you and your risk profile. All of our advisors will agree this with you individually and will continue to monitor the risk you take on a regular basis.
We have chosen to focus on simplicity in order to offer you an effective solution which is easy to understand, efficient to manage, and one that provides full transparency. The Sovereign Financial Partners Investment Proposition is as a result focused on providing client solutions through the use of multi-asset and multi-manager funds.
We are committed to this approach because we believe that on a day-to-day basis the experts should be trusted to manage your money and our role as your financial advisors is to provide vigorous oversight in order to provide you confidence in the recommendations we give and to ensure their ongoing suitability for you.
Our standard solutions wrap a number of different assets from a number of different sectors into a single fund, providing you with a fully diversified portfolio. Our solutions offer you many of the benefits associated with dedicated or bespoke investment management, without the additional charge such a service will often command.
As all of our recommended funds contain multiple assets which are continually adjusted by the fund manager, they are automatically kept in line with your agreed risk profile, in a manner that is often faster than that which could otherwise be achieved.
Flexibility without unnecessary switching
In order for our investment approach to not be constrained by where your money is already held we have sought to provide a solution that will be available to you without subjecting you to the unnecessary time and expense that can be occurred by moving your existing products between providers.