Sovereign Wealth Midlands

Sovereign Wealth Midlands is a wealth management and financial planning organization that provides services to individuals and businesses. They assist clients in achieving their financial goals through advice and guidance.
  • Legacy Planning
  • Financial Planning
  • Corporate Services
  • Investment Planning
  • Retirement Planning
  • Protection Planning

Size
Small
Phone
01858 791 182
Email
Available in Endole App
Locations
The Lincoln Building Eckland Lodge Business Park, Desborough Rd, LE16 8HB
01858791182
Digital Popularity
Social Media
Competitors
Radiant Financial Planning
Radiant Financial Planning is a specialist provider of financial advice, tax planning, employee benefits, and business consultancy services.
Redmayne Bentley
Redmayne Bentley is one of the leading independently-owned private client investment management and stockbroking firms in the UK, established in 1875.
Company Details
Sovereign Wealth Midlands 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
7
Management
3
Administration
2
Engineering
1
Finance
1
Executive Assistant • Joined Sep 2024
Director • Joined Sep 2024
Junior Wealth Manager • Joined Jul 2024
Director Of Operations • Joined Dec 2021
Wealth Consultant | Head Of Business Development & Acquisitions • Joined Sep 2021
Client Services Coordinator • Joined Mar 2020
Paraplanner • Joined Mar 2024
Director • Joined Sep 2024
Director Of Operations • Joined Dec 2021
Wealth Consultant | Head Of Business Development & Acquisitions • Joined Sep 2021
Executive Assistant • Joined Sep 2024
Client Services Coordinator • Joined Mar 2020
Junior Wealth Manager • Joined Jul 2024
Paraplanner • Joined Mar 2024