Sovereign Wealth Ltd
Working together for a better future Sovereign Wealth Ltd was founded in 2009 with the belief that ‘Together We’ll Prosper’. This means we believe that by bringing together the right adviser for the right client and offering the best services and solutions available – we can provide an industry-leading service that powers prosperity for our clients. This collective approach has distinguished us from our peers and aided our rapid growth to one of the largest Principal Practices within St. James’s Place Wealth Management with a regional coverage stretching from the North East to East Anglia. We work with clients from many backgrounds and industries from Sports Professionals to Medical Experts, Lawyers to Business owners, the common theme is that our clients all want to work with the best Advisers in the business and understand the value that our Advice can bring. We forge strong relationships built on a foundation of trust, mutual respect and expert advice. As we continue to expand and grow we are welcoming new clients every day and look forward to continuing to deliver best-in-class service to help our clients secure their financial future and enjoy their prosperity- Sovereign Wealth Ltd is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website.
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Verified contacts
50
available on Kipplo
LinkedIn employees
71
51 to 200 range
Open roles
—
no listings
Distinct roles
28
indexed titles
Tech stack
1
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Monthly traffic
18
organic / mo
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Decision-makers and verified team members
50 contacts with verified email or phone · masked until revealed.
- KJ
Katalin Jennings
Client Services Manager · Customer/Client Service
EmailPhone - LJ
Lauren Jackson
Office Manager · Operations
EmailPhone - MT
Marie Thorley Hons
Senior Wealth Management Consultant · Finance & Accounting
EmailPhone
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Top roles at Sovereign Wealth Ltd
28 distinct titles indexed · top 10 shown.
- 12wealth management consultant
- 4paraplanner
- 3senior partner
- 2finance assistant
- 2senior wealth management consultant
- 2trainee financial adviser
- 1chartered financial planner
- 1chief operating officer
- 1client relations & marketing manager - claire read office - sovereign wealth
- 1client relations coordinator
- +18more titles
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