Sovereign Asset Management Limited
Company Profile
Sovereign Asset Management Ltd. is a dynamic, innovative financial services company, formed by Rob Shirley, Graham Oldham, Keith Bishop and Michael Valsler, who together have over 50 years of experience in the Financial Services Industry. This experience is used to provide a full, truly independent Financial Planning Service for both Corporate and Individual Clients.
Our aim is to help both Corporate and Individual Clients achieve their financial goals and aspirations. This is achieved through a full financial planning service which allows a review of the current position and the creation of a plan, designed to achieve Wealth Creation, Management of Risk and Wealth Preservation
We are members of a national network of Independent Financial Advisers, which provides us with valuable assistance in the areas of product research and technical support, together with monitoring of compliance procedures for consumer protection.
We believe that quality customer service can only be achieved by creating a network of trusted professional partners, working together, to provide complimentary services in the best interests of mutual clients. To this end we work closely with accountants, solicitors, tax specialist and other professionals to provide the optimum outcome for you or your business.