Arranging a consultation

If you would like to arrange a meeting or require further information about Sovereign & Partners, please provide us with some basic information below so we may contact you.

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Your own Investment AdvisorThroughout a client’s relationship with Sovereign & Partners they will have direct access to their own Investment Manager, from the initial consultation through to managing their wealth. The relationship is built on trust and a comprehensive understanding of the client’s affairs. The relationship manager will work closely with the client to help realise their goals. This includes looking at the client’s existing portfolio, analysing personal investment risk levels and thoroughly understanding their investment objectives. Clients will then be presented with hand-picked investment opportunities as they arise.