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Other Services

Sovereign Asset Management is a proactive firm; as such we are constantly looking for innovative ideas for our clients

Fund switching – something a bit different
We offer access to an exciting ‘fund switching notification’ service; it is based on a mathematical process to advice clients to switch their investment fund choice.  As far as we know there are no other firms in our region offering this service; it is a subscription service designed to maximise your returns.  It is not for the feint-hearted as the service can choose very high-risk (volatile) funds. It is used by a large number of our clients. However, it is typically only used for a proportion of our client’s investments. Investments can mean both pension and non-pension plans. Further information is available on request

Specialist planning
We have worked with a number of specialist firms, where necessary

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Sovereign Asset Management is a trading style of Sovereign Asset Management (Bristol) LLP, which is authorised & regulated by the Financial Services Authority; registration number 434895. Sovereign Asset Management (Bristol) LLP is registered in England & Wales, registration number OC313334. Any guidance contained within this website is subject to the UK regulatory regime; as such the content is for consumers only based in the UK. The FSA does not regulate all forms of Protection, Business Assurance or Tax Planning. Where this website offers links to any other websites, Sovereign Asset Management (Bristol) LLP have no control over the content and cannot be held responsible for the content or any material transmitted to your computer.