DIGITAL WEALTH SERVICE

Better connected with My Advice Portal

With evolving work hours and locations, many of my clients are seeking a more convenient path to financial advice.

As an innovative Sovereign Wealth practice, we have proactively developed our online digital service positioning us to seamlessly transition more of our services and client interactions to an online platform.

What does this mean for you?

Perhaps you have just started on your wealth creation journey, maybe you’re exploring financial strategies to facilitate a business exit plan or contemplating early retirement and pursuit of hobbies outside of the world of work.

The perfect time to explore these options is now.

Through My Advice Portal, I can conduct a comprehensive financial review directly from your living room and provide virtual face-to-face interactions that ensure you receive expert financial guidance.

Our digital wealth service delivers the same quality experience you would expect from an in-person consultation, but with the convenience of virtual access. All documents are securely stored online, adhering to the latest security standards.

older couple looking forward to their pension
Introducing My Advice Portal

With My Advice Portal, I can carry out a complete financial review with you – from the comfort of your own living room.

HOW IT WORKS

The way it works is seamless. We would organise an online meeting, you would login to the portal, and we can have our discussions on the secure video call.

During the meeting together, we can review any documents or forecasts, then they are all conveniently and securely stored in your portal for you to revisit as you wish. The service includes;

  • Client Meeting Rooms – For holding secure video calls and interactive document sharing/signing
  • Document Vault – Storing all documents electronically for future reference
  • Secure Messenger – Contact your adviser quickly, easily and securely

 

My Advice Portal means that although we must be socially distant, we can through the latest technology, with the highest security, be better connected than before.

young businessman in a meeting

Get Started

Register your interest

To find out more about My Advice Portal and register your interest, simply send me a message and I’ll be in touch.

    Sovereign Wealth Limited together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the Sovereign Privacy Policy or the St. James’s Place Privacy Policy. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

    ABOUT SOVEREIGN WEALTH

    A leading Wealth Management and Financial Planning organisation with over 50 Advisers across the UK helping over 10,000 clients and managing over £2 billion of funds.

     

    SJP Approved on 17/07/2024

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    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.