Alexander Head - Senior Wealth Manager at Sovereign Wealth

I specialise in private client and corporate wealth management, as well as financial planning, offering tailored solutions to a select group of clients. My Services: • Tailored wealth management strategies to grow and protect wealth • Tax-efficient remuneration strategy planning for high earners • Pension and retirement planning (including Group Personal Pension Plans, SIPPs, and SSAS) • Corporate and personal investment services • Portfolio management (ISAs, bonds, investment accounts) • Access to specialist private banking services* • Business strategy and planning • Pre- and post-sale business exit strategy planning* • Access to cash management solutions** • Inheritance tax (IHT), Succession and estate planning If you’re not 100% confident in your financial plan and future position, DM or email me and let's have a conversation. alexander.head@sjpp.co.uk The value of your investment can go down as well as up. You could get back less than you invested. Taxation rules can change at any time and are dependent on individual circumstances. * Please note, this involves the referral to a service that is separate and distinct to those offered by St. James's Place. ** Through St. James's Place cash management service powered by Flagstone. Please note this is separate and distinct to services offered by St. James's Place. 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). The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP approved 07/02/2025