Established in 1981, Sovereign Finance is a firm of independent financial advisers and mortgage brokers providing probably the friendliest personal service in the Southeast. With over 29 years of experience the company is able to deal with any financial matter – ranging from mortgages and secured loans, to investments and life assurance, to retirement planning including annuities and equity release schemes.
- All UK
|Address||11a Forest View Road|
|Phone Number||013 4231 3302|
From Our Website
Established in 1981, Sovereign Finance advises on all aspects of financial matters ranging from pensions and retirement planning to residential mortgages and Lifetime Mortgages, to savings and investments and life assurance. Sovereign Finance arranges and advises on pensions at all levels - from personal pension plans to large company schemes. We also deal with taking pension benefits in the most efficient ways including maximising Tax Free Cash and annuities. Sovereign Finance has played an active role in the local community through youth sports sponsorship, service with the local Chamber of Commerce, and other community and charitable activities.
Thank you very much for the excellent advice and help given to me. I have found this company to be extremely fast, reliable, friendly, knowledgable and very caring. I would highly recommend them to anyone who needs help or guidance in financial matters. I really appreciate it. I recently engaged with Sovereign Finance to secure an Equity Release product. I had the benefit of engaging with Tom Shuster to advise me on the best products available for my circumstances. Tom carried out his research on my behalf and came back to me with great expediency with illustrations suited to me.
This could be simple cash deposit accounts, the security of National Savings, longer range Individual Savings Accounts (ISAs) investing in stocks and shares, to the higher risk investments in developing economies. Professional advice can help ensure that you know all of the options available and the tax advantages so that you can choose the ones that best suit your plans. Contact us now either by telephone (01342 313302) or use the Online Enquiry facility on the right hand side of this page.
This calculator is designed to give an illustration of what costs might be involved in a mortgage/loan. The results do not constitute an offer of services and are given as a guideline only. Further advice should be sought before entering into a mortgage/loan agreement.
A Lifetime Mortgage is a tool for converting some of the value in your home into a tax-free lump sum. There are no income requirements. The amount you can borrow depends solely on your age and the value of your property - the older you are, the more you can borrow (minimum age 55). The money raised can be used for any purpose including home improvements, helping family members, paying off other debts, or taking a holiday. A Lifetime Mortgage is interest-only borrowing and you can choose to either repay the interest on a monthly basis, or in lump sums when you wish to, or make no payment at all and allow the interest to roll up and be repaid from the eventual sale of the property.
The cost of life assurance varies greatly among companies. As independent financial advisers, we can look for the most competitive rates and save you a great deal of money, giving you the peace of mind that your family will be provided for. Life assurance can be used to protect your family, your business and even your estate. There is a large variety of other risks that life assurance is used to protect against. For example, a mother acting as a surrogate mother for another should have life assurance to protect her own family.
Pensions are long-term savings. Individuals can no longer rely on the State to provide them with financial security in their old age - it is now up to companies to provide for their employees, and individuals to put money aside for themselves. Sovereign Finance arranges and advises on savings, investments and pensions at all levels - from personal pension plans to company schemes, including Workplace Pensions (Automatic Enrolment). Our independent advisers can help you find the best terms for your pension, as well as explain and clarify the choices available.
As mortgage brokers, Sovereign Finance can find the most competitive rates and special deals from the thousands of choices on offer. Even in cases where there have been past or present problems such as CCJ's or arrears, our fast and professional staff members have been able to find competitive solutions.