How I Help

Working on getting you where you want to be

After we have established your goals, we will review the options together of how we can get you there.

As our client, you would receive your personal plan, which is tailored for you and focused on your targets. Our five-step plan will aim to get you there; consultation, strategy, plan, launch and review.

 

The service we offer is bespoke to you, and we can review your

  • Financial planning
  • Investment planning
  • Retirement planning
  • Protection planning
  • Legacy planning
  • Corporate services

 

We very much look forward to explaining how we can help you individually and welcome you to get in touch.

Get in Touch

BETTER CONNECTED WITH DIGITAL WEALTH SERVICE

There’s never been a more perfect time to review your finances and look at how you can make your wealth work better for you.

Through our secure new digital wealth platform, we can carry out a complete financial review from the comfort of your own living room, but with the virtual face-to-face reassurance that you have a real financial expert look after you.  Our digital wealth service provides you with the same service that you would have in person, but virtually.

All documents are stored online in accordance with the latest, high security regulations.  This means we can be better connected to work with you through the Digital Wealth Service means, with the latest technology and the highest security.

 

POWERING YOUR FUTURE

I will help make your money work the best it can for you and aim to maximise its potential.

I want you to be able to live the life you want to, without compromise, and help you make your wealth the fuel to power your future; for you and those, you love.

Wherever you see yourself in the future, I will help you by building a financial plan that is fit for the weeks, months, and years ahead.

pensioners happily retired after good financial planning

Get in touch

Our team are ready to help, you can call direct on 0113 254 9666 or you can fill in the contact form and we’ll be in touch.

Contact

Mark Carter is a member of Sovereign Wealth LLP.

Find out more about Sovereign at our corporate site.

SOVEREIGN CORPORATE SITE

Sovereign Wealth LLP 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) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. Sovereign Wealth LLP is a Limited Liability Partnership registered in England and Wales, Number OC350767. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.