Sovereign® offers specialist advice on employee
benefit schemes and wealth management.

With over three decades of experience, we understand the unique challenges faced by small and medium sized businesses and business owners. Navigating the intricacies of the regulatory environment is something we pride ourselves on. Having guided a number of companies of different sizes through the auto enrolment process, we are finding our skills are being called upon by a growing number of new clients, as well as our existing ones. Committed to client service and jargon free communication, we work with employers and their employees to make informed decisions about their financial future. In addition our developing Wealth Management business plays a key role in supporting business owners and individuals looking to plan and structure their financial affairs.


“We are very fortunate as Sovereign® has 30 years experience in setting up and running workplace employee benefits schemes to a high standard. Additionally our Wealth Management business goes from strength to strength as an increasing number of business owners, trustees and also private individuals require advice on how best to structure their affairs now and into later life. A great combination on the South Coast!”

Malcolm Lay
Managing Director