POWERING
FINANCIAL
FREEDOM

Wealth Management in Yorkshire

POWERING
FINANCIAL
SECURITY

Wealth Management in Yorkshire

WELCOME

Professional, friendly and honest.

Perhaps you would like to retire earlier, go on more holidays, create a more secure future for your grandchildren, or protect the continuity of your Business?

I understand that financial goals are always driven by personal hopes and ambitions. And that is why I’ve always believed that great Wealth Management stems from client relationships founded and forged by mission and motivations.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

james bowers business man
Who I Work With
Directors & Professionals

I help Company Directors and Professionals to plan their finances for a more prosperous and financially secure future. All my advice is tailored to a client’s specific needs. I help Professionals at varying stages of their career including those who earn higher levels of income and have created significant capital.

Business Owners

I help business owners identify their goals and put together a financial plan designed to deliver on those objectives. Whatever the size or type of business you run, my approach is tailored to you. So whether you are starting out in business or you have years of experience behind you, you can be sure of getting the very best financial advice.

Nearing or at Retirement

So much time is spent planning for retirement that it’s easy to forget that the need for expert financial advice continues once you reach this milestone in life. I understand the specific needs of those who are about to retire or who have already retired and am able to give tailored advice covering a wide range of relevant areas.

CONNECT WITH ME

Join me on my social pages to find out more about how I help my clients.

Why Choose Sovereign?

Personal service with a modern approach.

You deserve the best, that’s what we strive to deliver. We are a well-established business with a large and loyal client base, but we don’t rest on our laurels. Continued investment in technology, training and knowledge keeps us at the forefront of the wealth management industry and means our clients trust us to manage their wealth with care and attention.

 

  • Award Winning

    Leading the way in wealth management

    We are a Principal Partner Practice of St. James’s Place Wealth Management, a FTSE100 businesses and one of the leading wealth management company’s in the UK. St. James’s Place has received regular recognition for their work, such as Wealth Management Company of the Year at the City of London Wealth Management Awards in 2020.

  • Established

    A fast growing business with a proven track record

    With a decade of success under our belt, we now help over 7,000 clients with over £1.3 billion of funds under management and have a network of over 30 expert advisers around the UK.

  • Certified

    Driven to achieve the highest standards in our industry

    We are committed to achieving the highest standards, all our advisers have a programme of professional development through leading certifiers such as the Personal Finance Society and the Chartered Insurance Institute.

Committed to your success

Your Guarantee

I am proud to be a Wealth Management Consultant with Sovereign Wealth LLP.

We are a Principal Partner Practice of St. James’s Place Wealth Management, one of the UK’s leading wealth management companies.

This means you benefit from our personal service backed by the FTSE 100 company St. James’s Place who guarantees the suitability of the advice given by our Advisers when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group’s website.

retired couple enjoy their pension together

James Bowers is a member of Sovereign Wealth LLP.

Find out more about Sovereign at our corporate site.

SOVEREIGN CORPORATE SITE