Sovereign Wealth Limited

Sovereign Wealth Limited is a Wealth Management and Financial Planning organization with over 50 Advisers across the UK, serving over 10,000 clients and managing over £2 billion of funds. The firm develops strategies to assist clients in achieving their financial goals through advice and support.
  • Wealth management
  • Investment advice
  • Financial planning
  • Retirement planning

Size
Small
Phone
N/A
Email
N/A
Locations
3 Old Rd, S40 2RE
01246959977
9:00 - 17:00
Digital Popularity
Social Media
Competitors
Start Financial Planning
Start Financial Planning offers a friendly, personal service tailored to individual financial needs.
Fusion Group
Fusion Group is a group of financial services companies specialising in investment and wealth management, financial planning, and corporate risk advisory services, headquartered in London.
Company Details
Sovereign Wealth Limited is operated by Sovereign Wealth Limited and is a Active company incorporated on 4 January 2010 with the registered office located in Leeds, West Yorkshire. Sovereign Wealth Limited was registered 15 years ago.

Status
Active
Size
Small
Directors
2
Age
15 years old
Employees
38
Turnover
£13.97M
Total Assets
£44.31M
Cash in Bank
£3.08M
Total Liabilities
-£32.09M

Director • British • Lives in United Arab Emirates • Born in Aug 1979
Director • British • Lives in England • Born in Aug 1979
Sovereign Wealth Holdings Ltd
PSC
Teams
All
5
Finance
4
Administration
2
Administrator • Joined Jan 2023
Financial Administrator • Joined Sep 2024
Financial Advisor • Joined Jul 2022
Financial Planner • Joined Dec 2021
Paraplanner • Joined Oct 2024
Financial Administrator • Joined Sep 2024
Financial Advisor • Joined Jul 2022
Financial Planner • Joined Dec 2021
Paraplanner • Joined Oct 2024
Administrator • Joined Jan 2023
Financial Administrator • Joined Sep 2024