Terms & conditions

This website is operated by Sovereign Money Matters Ltd, trading as Sovereign Wealth (“we”, “us”, “our”). Sovereign Money Matters Ltd is authorised and regulated by the Financial Conduct Authority, firm reference number 599883. You can check this on the Financial Services Register.

Sovereign Money Matters Ltd is registered in England and Wales, company number 08287674. Registered office: Sovereign House, Unit 9 Ebor Court, Malton Way, Adwick-le-Street, Doncaster DN6 7FE.

Contact Rob Sutherland on 0116 222 0372 or 07852 373284, or at rob.sutherland@sovereign-wealth.co.uk.

Please read these terms carefully. By using this website you confirm that you have understood them and agree to be bound by them.

The information on this website is intended for residents of the United Kingdom only and is subject to the UK regulatory regime. It is not intended for anyone in any other country.

• We do our best to make sure the website works properly at all times, but we make no warranty that it will always be available or accessible. Except as set out in these terms, we are not liable for any loss, cost or expense you incur because it is unavailable.
• Nothing in these terms excludes or limits our liability for death or personal injury caused by our negligence, for fraud, or for any other liability that cannot be excluded by law.
• If you are using this website as a consumer, nothing in these terms affects your statutory rights.

The information on this website is for general information only and may change without notice. Nothing on this website is financial, investment, tax, legal or other professional advice, or a personal recommendation. Please do not act on it without first taking advice suited to your circumstances. Any recommendation we make will follow a full review of your situation.

We take reasonable care to make sure the information is accurate and up to date when it is published, but we give no warranty, express or implied, that it is reliable, accurate or complete. As far as the law allows, we accept no liability for any loss arising directly or indirectly from using this website or from acting on the information in it.

The value of investments and any income from them can fall as well as rise, and you may get back less than you invest. Past performance is not a reliable indicator of future returns. Any figures shown for example portfolios are for illustration and may not reflect the portfolio recommended to you.

All intellectual property rights in the content of this website belong to us or to our licensors. The names and trade marks of third parties, including Pacific Asset Management and Söderberg & Partners, belong to their owners and are used only to describe the services we use.

You may download and print extracts from this website for your own personal, non-commercial use, and share them with others for their personal, non-commercial use. You may not otherwise copy, store, republish or redistribute any part of the content, or frame this website, without our written permission.

We cannot guarantee that this website is free from errors, viruses or other harmful code. Links to other websites are provided for information only. We are not responsible for their content, and a link does not mean we endorse the website, its owner or its products. Clicking an external link takes you away from this website.

We will never ask for your passwords or card details by email or phone. If you receive a message that claims to come from us and you are unsure, call Rob on 07852 373284 before you reply.

If you would like to make a complaint, please contact Rob Sutherland using the details above, or write to us at our registered office: Sovereign House, Unit 9 Ebor Court, Malton Way, Adwick-le-Street, Doncaster DN6 7FE. We will acknowledge your complaint and deal with it promptly and fairly.

If you are not satisfied with our final response, you may be able to refer your complaint to the Financial Ombudsman Service, Exchange Tower, London E14 9SR. Telephone 0800 023 4567 or 0300 123 9123. financial-ombudsman.org.uk

These terms are governed by the laws of England and Wales, and the courts of England and Wales have non-exclusive jurisdiction over any dispute arising from them.