JOB VACANCY (PLEASE SHARE): Practice/Office Manager This will be an exciting and diverse role within a rapidly growing Wealth Management business. The ideal candidate will have financial admin and management experience, along with exceptional organisational skills, communication and attention to detail. This is a great opportunity for the right candidate. If you're highly reliable, self-motivated, organised and share a genuine passion for helping individuals reach their financial milestones, we want to hear from you. Location: Market Harborough Salary: Up to £40k Full time office based with flexi-hours Email colette.langhorn@sjpp.co.uk for further information, or apply directly here: https://lnkd.in/e8rG7yFz
Sovereign Wealth, Midlands
Investment Management
Market Harborough, Leicestershire 1,771 followers
Delivering a personalised Wealth Management service to individuals and businesses.
About us
At Sovereign Wealth in the Midlands, our goal is to deliver a personalised wealth management service to individuals and businesses, helping them achieve their personal and financial goals. We pride ourselves in understanding the needs of successful individuals, from a variety of backgrounds, to which we can offer a deep knowledge of investment planning, tax rules and wealth structuring. Our reputation has been built on service and client relationships, as we continually commit to giving a truly personal and bespoke service tailored to your specific needs. This is with the principal aim of developing and building a long-term relationship based on trust and integrity. We offer a local, friendly, face-to-face approach to financial advice, backed by the resources and financial strength of a FTSE 100 company – St. James’s Place. St. James’s Place is one of the UK's leading wealth management organisations. The value of your investment can go down as well as up. You could get back less than you invested. 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) SJP approved 24/07/2023
- Website
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https://sovereign-midlands.co.uk/
External link for Sovereign Wealth, Midlands
- Industry
- Investment Management
- Company size
- 2-10 employees
- Headquarters
- Market Harborough, Leicestershire
- Type
- Public Company
- Specialties
- Pensions, Investments, Wealth Management, and Inheritance Tax Planning
Locations
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Primary
Get directions
The Lincoln Building, Eckland Business Park
Desborough Road
Market Harborough, Leicestershire LE16 8HB, GB
Employees at Sovereign Wealth, Midlands
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Emma Thompson
Wealth Consultant | Head of Business Development & Acquisitions
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Denise Thompson
Client Services - Sovereign Wealth Midlands
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Alexander Head
Wealth Manager at Sovereign Wealth | Empowering You to Achieve Your Financial Goals | Unique Solutions for Wealth Management | Together We’ll Prosper
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Katie Wesley
Executive Assistant to Director at Sovereign Wealth
Updates
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An inheritance can be life-changing for those you leave money to. Starting the conversation now means you can feel part of your family’s future, even when you’re gone. You can reduce the amount of Inheritance Tax (IHT) payable with careful estate planning and tax-efficient gifting. We can help explain the complex rules around IHT to you and your family, so you can leave more of your wealth to those you love.
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While interest rates remain high, and tax allowances remain static, should you opt for a savings account or open a Cash ISA? Here’s what you need to know, to get your savings working harder.
How to be strategic with your cash savings and make your money work harder
sjp.co.uk
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In these tough economic conditions, small businesses need robust, dynamic long-term plans to help them survive and thrive. To get 2024 off to a strong start, this could be the right time to revise your three-year plan.
How to shake up your long-term plan as another challenging year approaches
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There are significant changes to tax allowances ahead, affecting Capital Gains Tax and Dividend Tax. It’s even more important to make the most of your pensions and ISAs,, as well as gifting allowances ahead of tax year-end. Speak to us and we can help your money to work as tax-efficiently as possible, so you pay the least amount of tax.
Make the most of your tax allowances – and pay less tax
sjp.co.uk