Our Expertise

Our Expertise

General Financial Advice

As Independent Financial Advisers we possess the experience, expertise and qualifications to be able to offer the full spectrum of Financial Advice.

This can range from the essential building blocks of prudent financial planning such as Life Insurance, Critical Illness Cover and Income Protection to long term wealth creation vehicles such as Pensions, Regular Savings, Venture Capital Trusts and Enterprise Investment Schemes*.

Investment Advice

At Sovereign Wealth Management we utilise tried and tested investment tools and techniques to tailor an investment strategy to meet the needs of every individual client.

This is our core business and we pride ourselves in providing a service which is of the highest standard.


The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

The Financial Conduct Authority does not regulate on Trust Planning.