Sovereign & Partners Services

Wealth Management ServicesOur aim is to provide for all the financial needs of our clients. We do this successfully by working closely with Private Bankers, Fund Managers, Tax Advisors and Legal Professionals, which enables us to offer the most up to date strategies and products.
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Traditional financial planningOur full range of financial planning services includes retirement planning, insurance instruments and capital growth solutions; immediate and long-term needs and designed to secure your family's financial future.
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Trust & formations Sovereign & Partners has built its name on providing innovative, bespoke solutions for our clients. Our core focus is the provision of offshore company formation services, preserved pension solutions and business protection solutions.
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Your own Investment Advisor Throughout a client's relationship with Sovereign & Partners they will have direct access to their own Investment Manager, from the initial consultation through to managing their wealth. The relationship is built on trust and a comprehensive understanding of the client's affairs. The relationship manager will work closely with the client to help realise their goals. This includes looking at the client's existing portfolio, analysing personal investment risk levels and thoroughly understanding their investment objectives. Clients will then be presented with hand-picked investment opportunities as they arise.