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.

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.

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Reviews and Ratings for Financial adviser James Bowers, Leeds

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.

 

  • SJP Awards

    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 2023.

  • Established

    A fast growing business with a proven track record

    With a decade of success under our belt, as of 2023, 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 Limited.

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

ABOUT SOVEREIGN WEALTH

A leading Wealth Management and Financial Planning organisation with over 50 Advisers across the UK helping over 10,000 clients and managing over £2 billion of funds.

SJP Approved on 06/06/2023

Information

Links

Sovereign Wealth Limited is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. Sovereign Wealth Limited is a Limited company registered in England and Wales, Number 07115386. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.