0345 345 5022info@sovereignasset.co.uk

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Services

As a client of Sovereign Asset Management, you can expect a bespoke service, tailored to meet and even exceed your financial goals.

We measure our success against the outstanding levels of satisfaction and regular recommendations made by our high net-worth clients. Our testimonials reflect extremely high levels of client satisfaction. These are achieved by a team committed to a set of values which drive us in every aspect of the service we deliver to you.

We receive no commissions or margins from any investment fund manager and our charges are completely transparent.

Wealth creation

Our objective is to maximise the value of your business or personal finances by the use of innovative planning, together with creative investment and taxation strategies, tailored to your individual needs. We passionately believe in working together with accountants, solicitors, tax specialists and industry professionals, and we will endeavour to deliver the optimum outcome(s) for you or your business.

Management of risk

Sound financial planning helps ensure the realisation of your financial objectives, and protects your business and personal finances against the unexpected which is a crucial element of our strategy. We provide peace of mind with a firm basis for allowing your finances to flourish, however you need to be aware that the value of investments and income from them can go down and you may not get back the original amount invested.

Wealth preservation

The strategies we develop and implement are designed to be as flexible as the changing needs of your business or as your personal finances require. Depending on your needs, circumstances and preference, we strive to preserve your accumulated wealth.

To find out more about how we can help you, please contact us on 0345 345 5022 or info@sovereignasset.co.uk.

  • "Rob Shirley has over many years, gone from being a proficient financial adviser, to our trusted adviser, counsellor and friend."

    SynerGem Europe Ltd

  • "It is brilliant to not need to worry and have complete confidence that someone will look after your best interests for you."

    Ruth Coxon

  • "Outstanding personal service, tremendous impartial advice focused on our objectives."

    Richard Oldfield

  • "Rob Shirley of Sovereign Asset Management has worked for me for many years. I have found the service I have received to be very professional and honest. Their staff are very polite and friendly. Highly recommended."

    Mr Danks

  • "We feel that our affairs could not be in better hands."

    J & K Grunert

  • "Rob provides a highly professional, efficient and knowledgeable service."

    George and Hemione Hudson

  • "We have been associated with Sovereign and Rob Shirley for over ten years. Rob has always explained financial options clearly and offered sound advice. When dealing with our affairs we have found Rob to be unfailingly courteous, approachable and thoroughly trustworthy."

    Dave and Jill McDougall

  • "They are highly professional, always available and act with the utmost integrity."

    Charterhouse

  • "Rob is diligent and highly efficient. He makes the complex simple and always saves me time and money. Highly recommended."

    Andrew Potter

  • "We feel Rob Shirley will always go the extra mile and aims to exceed our expectations."

    Alan and Laude Schofield