I started my fund with Sovereign Wealth over 10 years ago and connot speak highly enough of the service and help I have received from Richard, with his razor-sharp mind, he has advised and helped me develop my portfolio. All this combined with a warm and effusive personality which immediately adds a personal, trustworthy relationship for me as a client. I would not hesitate in recommending him to anyone.

Richard has been managing our wealth for the last 4 years. he has helped us with guidance on succession planning – by looking at strategies to reduce Inheritance Tax through Trust Planning. We have found Richard to be very professional and informative. He always takes the time to explain every aspect of the process we are unsure about and we would not hesitate to recommend his services.

Trusts are not regulated by the Financial Conduct Authority.

I have always found Richard to be thoroughly professional, confident, courteous and extremely focussed on my best investment interests. He maintains a high degree of confidentiality, values my time and is proactive in his advice whilst always understanding that I am the client. I would have no hesitation in recommending his expertise and service to others.

Richard has helped me with my pension planning, tax mitigation and insurance needs. By identifying the loss of my personal allowance for income tax, he helped me to reclaim up to 60% in tax relief through pension planning. I have found Richard to be very professional and diligent in his approach and have been extremely happy with the results.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

I have been a client of Richard for the past 4 years and cannot fault his service. We have regular reviews and his support is always exceptional. He has been particularly helpful in advising my on IHT and Trust Planning, along with providing me with an excellent balance of income and capital growth from my investments. I would not hesitate to recommend Richard to anyone.

Past performance is not indicative of future performance.

Trusts are not regulated by the Financial Conduct Authority.

Richard helped my husband and me to set up our private pensions to save for our retirement. He reviewed our existing pensions and gave advice on the suitability of consolidation. He took time to explain everything to us in layman’s terms. We took comfort from the fact he advised us to maintain some of our existing pensions, he always provides the most appropriate advice.

Richard is a very thorough management consultant, who has helped me over the years in a number of areas of Financial Planning – both personal and business. He has guided me through my future savings plans via pensions and ISA’s and protected my liabilities with business insurance – at the same time reducing my corporation tax liabilities. Would highly recommend his services. Thanks Richard and team!