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Your Wealth Manager, Dan, will be in touch soon.

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What happens next?

You will receive a call from your dedicated Wealth Manager- 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.