Services
Once we are fully aware of your objectives, we will recommend the investment vehicle best suited to your needs and provide ongoing investment advice from outset.
Any investment, if it is to succeed, requires continual monitoring and the facility to alter the investment profile should the need arise. Sovereign, by taking a short term view on medium to long investments, delivers continued growth to clients.
Capital Accumulation
A combination of lump sum and regular contribution is available.
Education Fee Planning
Your children's formal education is crucial to their future. Cost may well be a factor in deciding just what you can provide for them.
Fund Management & Investment
Protection
Life assurance, medical / health coverage, critical illness and income replacement for individuals and groups. Key person cover, Director's shareholding and Partnership protection.
Retirement and Savings Plans
Individual, group and company retirement/pension plans are available.