Sovereign Wealth, Midlands

Sovereign Wealth, Midlands

Investment-Management

Market Harborough, L...
Company Tagline

Delivering a personalised Wealth Management service to individuals and businesses.

Industry Category
Investment-Management
Company Description

Sovereign Wealth, Midlands delivers personalized wealth management services to individuals and businesses, helping them achieve their financial objectives. With a strong understanding of the needs of successful individuals from diverse backgrounds, Sovereign Wealth offers in-depth knowledge of investment planning, tax regulations, and wealth structuring.

Located at The Lincoln Building, Eckland Business Park, Desborough Road, Market Harborough, Leicestershire LE16 8HB, GB, Sovereign Wealth, Midlands prides itself on a reputation built on exceptional service and strong client relationships. The company is committed to providing a truly personal and bespoke service, tailored to meet specific needs, with the primary aim of developing long-term relationships based on trust and integrity. Sovereign Wealth combines a local, friendly, face-to-face approach to financial advice with the resources and financial strength of a leading wealth management organization.

Sovereign Wealth, Midlands focuses on delivering optimal financial solutions and fostering lasting partnerships. More detailed company information and insights will be completed soon with the support of the company’s management. We invite the manager of Sovereign Wealth to create a customized and exclusive company showcase and product listing on our platform to further enhance your company's profile and reach.

Key Personnel / Employees
Emma Thompson Katie Wesley Denise Thompson Alexander Head

Compare Companies Side by Side

Compare Sovereign Wealth, Midlands with 3 companies in Investment-Management

4 Companies
Comparison Field
Sovereign Wealth, Midlands
Sovereign Wealth, Midland...
Main Company
Illingworth Seddon Chartered Financial Planners
Illingworth Seddon C...
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Bright Wealth Management, Senior Partner Practice of St. James's Place Wealth Management
Bright Wealth Manage...
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Arkenstone Wealth Management
Arkenstone Wealth Ma...
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Founded Year
2003 2014
Company Size
11-50 11-50 2-10
City
Market Harborough, Leicestershire Tattenhall, Cheshire Warrington, Cheshire Wimbledon, England
Country
United Kingdom United Kingdom United Kingdom
Skills & Keywords Comparing with main company
10 Total Skills
Wealth Management Investment Planning Tax Planning Financial Services Retirement Planning Investment Management Estate Planning Pensions Investments Inheritance Tax Planning
5 Total 2 Common 3 Unique
Match 20%
Common Skills:
Estate Planning Retirement Planning
Unique Skills:
Corporate Services Financial Advice Protection
7 Total 1 Common 6 Unique
Match 10%
Common Skills:
Retirement Planning
Unique Skills:
Business Protection Critical Illness Cover Financial Education Income Protection Life Assurance Mortgages
7 Total 2 Common 5 Unique
Match 20%
Common Skills:
Investment Management Retirement Planning
Unique Skills:
Financial Advice Independent Financial Advice Insurance Mortgages Savings
4
Total Companies
2003
Oldest Founded
1
Countries
22
Unique Skills

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Alternative Company Names

This company is also known as

Sovereign Wealth Midlands 主权财富,米德兰兹 सॉवरेन वेल्थ मिडलैंड्स صندوق الثروة السيادية، ميدلاندز Суверенный фонд Мидлендс