YOUR FINANCIAL PLANNING PARTNER

Wealth Management in Wetherby

POWERING PROSPERITY

Investment plans designed around you

POWERING FREEDOM

Helping you achieve your retirement goals

POWERING FUTURES

Giving you control to help future generations

POWERING RESULTS

Financial planning for business owners and directors

Powering Peace of Mind

Financial Wellbeing Workshops for Businesses

Welcome to Sovereign Wealth in Wetherby

Building a trusted, long term relationship.

Providing clients and their families with a source of trusted advice.

From the moment that you decide to get in touch, through to becoming a client and receiving ongoing support – our aim is to demonstrate value through the service that we deliver and results you achieve.

From our base in Wetherby, Senior Wealth Manager Stuart Parker works with private clients and businesses across Yorkshire to uncover their goals and plan ways to help achieve them.

 

Discover Stuart’s Approach

older couple looking after granddaughter

Get in touch.

Our team are ready to help, you can call on 0113 2549 666 or complete the enquiry form on the contact page and we’ll be in touch.

Contact

ABOUT SOVEREIGN WEALTH

A leading Wealth Management and Financial Planning organisation with over 50 Advisers across the UK helping over 10,000 clients and managing over £2 billion of funds.

SJP Approved on 06/07/2023

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Sovereign Wealth Limited 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 www.sjp.co.uk/products. Sovereign Wealth Limited is a Limited company registered in England and Wales, Number 07115386. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.