Welcome to Sovereign Asset Management
We offer independent financial advice to individuals, business owners (directors & partners) and trustee clients.
Investment Strategies
Do you have the right investment for you; is the risk appropriate for your needs?
Personal & Trustee - Investments & Savings
Are you investing with a specific objective? Are you a trustee investor?
Personal Protection & Insurance
Have you thought about what happens if you cannot work, suffer a serious illness or you die?
Pensions & Retirement Options
Do you understand how a pension works and the tax benefits?
Tax & Estate Planning
Do you know what tax (free) allowances you are entitled to?
Business Planning
A good business should have a plan; have you thought about…?
Our Approach
We will provide you with a solution based on your goals & needs. We will help you identify your financial priorities and create a ‘plan’ towards achieving your objectives. We will work towards keeping your plan on track and provide ongoing advice in response to legislative & tax changes and movements in the investment landscape, product innovation or any changes in your own needs and objectives..
Sometimes financial advice can be simple, although (with such a diverse range of solutions) making the right choice can be daunting. We aim to make our recommendations easy to understand, even where the solution (your plan) is sophisticated. Typically the delivery of our advice is broken down into a number of discussions to ensure that you have the time to digest, understand and more importantly, the opportunity to reflect on what has been discussed.
Client Relationships
Undoubtedly one of the reasons for the success of Sovereign Asset Management is the importance we place on not only developing but maintaining long-term relationships with our clients. Don’t just take our word for it, please read the client testimonials.
Need to get in touch?
Or you can find our contact form on the Chilvester website:
When I was made redundant, I received a Golden Handshake, in addition, along with other savings; my wife and I had, we needed sound financial advice…we have been more than satisfied with the advice and guidance we have had and continue to receive…
Darren Broomfield (Sovereign Asset Management) has been our financial adviser for nearly twenty years. We have found him to be very knowledgeable and helpful, and found him willing to explain issues we don’t understand…
Handling your enquiries & Getting in touch
We aim to respond to your enquiries on the same business day. We can help provide advice and solutions; use the button below to contact us