Important information

Sovereign Wealth is a trading name of Sovereign Money Matters Ltd, which is authorised and regulated by the Financial Conduct Authority, firm reference number 599883. You can check our details on the Financial Services Register.

Sovereign Money Matters Ltd is registered in England and Wales, company number 08287674. Registered office: Sovereign House, Unit 9 Ebor Court, Malton Way, Adwick-le-Street, Doncaster DN6 7FE.

[To confirm: whether our advice is independent or restricted, and the wording of our service disclosure.]

We work with two principal investment providers: Pacific Asset Management, a trading name of Pacific Capital Partners Limited, and Söderberg & Partners. Both are third-party firms. Their names are used to describe the services we use and do not imply that they endorse this website.

• The value of investments and any income from them can fall as well as rise, and you may get back less than you invest.
• Past performance is not a reliable indicator of future returns.
• Figures shown for example portfolios are illustrations. Your own portfolio, its mix and its charges depend on your circumstances and risk level.
• Levels, bases of and reliefs from taxation can change at any time, and their value depends on your individual circumstances.
• The Financial Conduct Authority does not regulate inheritance tax planning, estate planning, trusts, will writing or some forms of tax advice.
• Transferring or consolidating pensions is not suitable for everyone, and you could lose valuable benefits. Any recommendation follows a full review.

The guidance and information on this website are subject to the UK regulatory regime and are therefore intended only for consumers based in the United Kingdom.

If you have cause to complain, please contact Rob Sutherland or write to us at our registered office: Sovereign House, Unit 9 Ebor Court, Malton Way, Adwick-le-Street, Doncaster DN6 7FE.

If you are not satisfied with our response, you may be able to refer your complaint to the Financial Ombudsman Service, Exchange Tower, London E14 9SR. Telephone 0800 023 4567 or 0300 123 9123. financial-ombudsman.org.uk

If we are unable to meet our obligations to you, you may be entitled to compensation from the Financial Services Compensation Scheme (FSCS), depending on the type of business and the circumstances of the claim. fscs.org.uk

Fraudsters sometimes pretend to be genuine firms. Before you invest, check who you are dealing with on the Financial Services Register and read the FCA’s guidance at fca.org.uk/scamsmart. If you are unsure whether a message is from us, call Rob on 07852 373284 before replying.