Our charges explained

On 26th August 2025, changes are being made to our charging structure to give you greater clarity and make it easier to compare our charges. We’ll be separating the charges for each service we provide: Advice, Product, and Fund charge.

We’ve explained these changes in more detail in the video below.

If you’d like to talk about how this affects you, please don’t hesitate to get in touch.

SJP Approved 20/08/2025

ABOUT SOVEREIGN WEALTH

A leading Wealth Management and Financial Planning organisation with over 50 Advisers across the UK and Asia helping over 10,000 clients and managing over £3 billion of funds (correct as of 30/9/2024).

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The ‘St. James’s Place Partnership’ and the titles ‘Partner’, ‘Adviser’, ‘Partner Practice’ or any variations thereof are marketing terms used to describe representatives of the St. James’s Place Group (‘SJP Group’). St. James’s Place (Hong Kong) Limited (‘SJPHK’), is a licensed Insurance Broker Company regulated by the Insurance Authority (’IA’), a Licensed Corporation regulated by the Securities and Futures Commission (’SFC’) and a Principal Intermediary registered with the Mandatory Provident Fund Schemes Authority (’MPFA’) in Hong Kong. IA Licence No. FB1075. SFC Central Entity No. AAV439. MPFA Registration No. IC000852. SJPHK is part of the SJP Group. Members of the St. James’s Place Partnership in Hong Kong are appointed by SJPHK to act in a licensed and regulated capacity and may facilitate business with other companies within the SJP Group.