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Your dedicated Wealth Management Expert, Dan, will review your information and be in touch soon.

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What happens next?

You will receive a call from your pension specialist who will discuss with you your current pension options. This call is completely free of charge and there’s no obligation to take any advice. 

At Sovereign Wealth Private Clients in Market Harborough, our goal is to deliver a personalised wealth management service to individuals and businesses, helping them achieve their personal and financial goals. We pride ourselves in understanding the needs of successful individuals, from a variety of backgrounds, to which we can offer a deep knowledge of investment planning, tax rules and wealth structuring.

Our reputation has been built on service and client relationships, as we continually commit to giving a truly personal and bespoke service tailored to your specific needs. This is with the principal aim of developing and building a long-term relationship based on trust and integrity.

We offer a local, friendly, face-to-face approach to financial advice, backed by the resources and financial strength of an award-winning FTSE 100 company – St. James’s Place. St. James’s Place is one of the UK’s leading wealth management organisations, managing client funds of £89.9 billion.

Our website provides guidance on the range of wealth management services and expertise we offer. We hope you find this informative.