Tailored and Professional Advice

Wealth Management in Huddersfield

WELCOME

Experienced and dynamic wealth management

matthew bloxsome wealth adviser

Our goal is that your money works well for you. It isn’t the amount of your wealth that matters most, it’s what you do with it that counts. We want you to be able to live the life you want today and in the future. With our help, your wealth becomes the fuel that powers your future, enjoying the life you want and looking after those you love, without compromise.

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

As an adviser at Sovereign Wealth, who are a Principal Partner Practice of St. James’s Place, my team and I do things differently and when you’re looking for financial advice, it helps to choose someone that you can trust to make the right decisions for your family, your company and yourself. You need to plan now, so that you can enjoy life the way you want to later.

Every client we meet has a unique set of needs and aspirations and with almost 20 years’ experience in financial services, you can trust us to provide the advice which is right for you.

Through our long-term relationships with our individual and corporate clients, whether you would like to retire at 45 or 65, we work to support you over many years aiming for you to live your life the way you want to.

My Approach

Get in touch.

Our team are ready to help, you can call us direct on 01484 509777 or email us at the link below.

Contact

Links

Please note that clicking a link will open the external window in a new window or tab. Links from this website exist for information only and we accept no responsibility or liability for the information contained on any such sites. The existence of a link to another website does not imply or express endorsement of its provider, products or services by St. James's Place. Please note that clicking a link will open the external website in a new window or tab.

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) 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 Limited is a Limited company registered in England and Wales, Number 07115386. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.