Sovereign Wealth LLP - James Bowers Dip PFS

my motivation is to help individuals and businesses understand more about their money and how it can be used to grow and protect their wealth. this is delivered through a personalised wealth management service where i firstly define your personal and financial goals. perhaps you would like to retire earlier, go on more holidays, create a fund for your future grandchildren, protect the continuity of your business? well i pride myself in understanding your needs, whatever your background, to which i can offer a deep knowledge of investment planning, tax rules and wealth structuring. the areas that i specialise in are: ➤ investment planning ➤ retirement planning ➤ protection / insurance ➤ inheritance tax planning financial planning is an area which can be complex. so, i strive to offer a friendly and professional service which is presented in a clear and simple way. i focus on providing reliable and high-quality face to face advice that is designed to suit each client’s individual requ