Sovereign Wealth LLP - Chesterfield

Sovereign Wealth LLP - Chesterfield We are a little bit different, and we think you will like it.

With over a decade of experience in financial planning, Dominic Fallon and the team have the technical knowledge and financial know-how to support you on a new approach to financial planning.

Wealth and financial security are both very relative terms and it is rare to have two identical conversations across dif...
11/01/2023

Wealth and financial security are both very relative terms and it is rare to have two identical conversations across different clients.

This is why real financial planning is so personal. Having a clear understanding of your existing arrangements is the starting point to any financial plan but taking time to discuss your long term wants and needs is where it comes alive.

Quote of the week...💭
08/03/2021

Quote of the week...💭




















Did you know❓*This calculation is based on a growth after charges of 2.4% a year. This figure is an example only and not...
05/03/2021

Did you know❓

*This calculation is based on a growth after charges of 2.4% a year. This figure is an example only and not guaranteed. All monetary values shown have not been adjusted for future inflation. It is not a minimum or maximum amount. What you get back depends on how your investment grows and the tax treatment of the investment. You could get back more or less than this.




















Have you thought about investing in a Junior ISA before Tax Year End to give your children a great financial start to th...
04/03/2021

Have you thought about investing in a Junior ISA before Tax Year End to give your children a great financial start to their adult life?




















04/03/2021

Tax Efficient Investing through a Junior ISA




















Quote of the week 💭
02/03/2021

Quote of the week 💭




















Did you know...❓
01/03/2021

Did you know...❓




















26/02/2021

Don't forget to make the most of your pension contributions before tax year end.




















Making the most of your pension contributions before tax year end
25/02/2021

Making the most of your pension contributions before tax year end




















Quote of the week...This is probably more relevant now than ever, with social media being flooded with the latest stock ...
19/02/2021

Quote of the week...

This is probably more relevant now than ever, with social media being flooded with the latest stock tips, investment recommendations or posts from Forex traders who claim to have retired in their 20s.

By working with a financial planner, a long term financial strategy is put in place, monitored and reviewed each year. It is never reliant upon finding the latest or greatest investment. Creating a manageable plan, together with consistently good financial behaviours is how we help clients to identify, plan for and reach their financial goals time and time again.




















18/02/2021

Did you know...

You can contribute £20,000 a year to an ISA

Do you regularly contribute to an ISA each year to make the most of the tax savings?




















Address

Sovereign Wealth LLP, 3 Old Road
Chesterfield
S402RE

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441246959977

Website

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