Matthew Bloxsome

Managing Partner at Sovereign Wealth Limited @Sovereign Wealth Ltd

Using my obsessive customer service ethos, I specialise in advising clients on their holistic wealth and financial planning needs, including helping them manage their investments, pensions and protection arrangements more effectively. I work with high net worth personal clients, along with entrepreneurs and business owners, helping them plan strategically for the future. My aim is to help clients identify their financial objectives, prioritise their needs and develop a strategy to achieve these goals within desired timescales. Unfortunately, most investors do not have the time or the expertise to analyse the quality of the funds they are using to satisfy their investment and retirement planning needs. Thankfully, I have the technology to identify past performance of most UK investment funds and illustrate how funds are performing helping the client to decide whether or not a change to their portfolio might help with the achievement of their long term goals. In addition, I also help personal and business clients mitigate risk, using a comprehensive protection proposition. Assurance is probably the most important area of financial planning. Whilst inadequate financial planning in other fields can prove to be an expensive mistake, when it comes to protection against risk, it can be disastrous. I help clients determine and establish adequate levels of assurance and appropriate kinds of cover, firstly to protect individuals and those who depend on them, but also to protect key individuals within a business to fund necessary changes in the business or its ownership. Past performance is not indicative of future performance. The value of an investment with St. James\'s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you Invested.