Sovereign Asset Management is a highly regarded wealth management company, formed by a dedicated and knowledgeable team in 2001, with the vision of providing a personal tailored service to each client. As a client of Sovereign Asset Management, you can expect a bespoke service, tailored to meet and even exceed your financial goals. We measure our success against the outstanding levels of satisfaction and regular recommendations made by our high net-worth clients. Our testimonials reflect extremely high levels of client satisfaction.
Services
Founded in 2005, Attivo Group is a privately owned company and we prefer it that way. We do what we feel is best for our clients, our people and the business and we pride ourselves on being completely transparent, open and honest. We believe our corporate structure, specialist skill set and focus on training and professional development ensures we have a highly qualified and technically competent team. This makes us refreshingly different and able to provide great value advice and service to our clients.
The Personal Finance Portal (PFP) provides a clear overview of your finances, so they can be managed and tracked in one place. It is like a personal digital filing cabinet where all of your financial records can be kept, and easily accessible whenever they are needed. With the increasing importance of data security, we will send your personal documents to you via the portal so you can be assured that your information is secure at all times. We will no longer send you important documents via email or in the post.
We have been associated with Sovereign and Rob Shirley for over ten years. Rob has always explained financial options clearly and offered sound advice. When dealing with our affairs we have found Rob to be unfailingly courteous, approachable and thoroughly trustworthy. To find out more about how we can help you please contact us on 0345 345 5022 or info@sovereignasset.co.uk.
The UK financial services sector is one of the most highly regulated in the world and protecting consumers is one of the key objectives of our regulator, the Financial Conduct Authority. Through effective governance and oversight the leadership team at Attivo Group ensures it delivers positive and compliant outcomes to clients.
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