Sovereign Asset Management Limited
Services
Sovereign Asset Management Ltd provides a comprehensive level of service to both our corporate and private clients through a series of structured meetings.
Preliminary Meeting
This informal meeting provides new clients with the opportunity to get to know us and to understand the features and benefits of the service we offer.
Fact Find Meeting
This meeting allows us to build a comprehensive picture of your current financial situation and establish your objectives and ambitions for both now and throughout your lifetime.
Recommendation Meeting
At this meeting we present a detailed report advising you on how to realise your objectives and ambitions, both now and for the future.
Implementation Meeting
At this point we put into action the agreed recommendations within the report.
Service and Fee Agreement
At this meeting we will agree the appropriate level of ongoing service that you require from Sovereign Asset Management Ltd to help ensure that your objectives and ambitions continue to be met in the future.