Your Expert Mortgage Broker in Hertfordshire, Buckinghamshire, Bedfordshire and Essex

Sovereign Financial Management (Berkhamsted) is your trusted broker, offering access and independent advice to a comprehensive range of Mortgage and Protection products from the Whole of Market, along with Lifetime and Equity Release Expertise. With over two decades of experience in Investment Banking in the City and Hong Kong, Brian leads our team with unparalleled expertise and insight.

Ian Barnes was at the helm of Sovereign Financial Management (Berkhamsted) since 2004 and was joined by Brian Catton in 2020, he handed over the business to Brian in 2023 . Sovereign Financial Management (Berkhamsted) offers bespoke whole of market mortgage and protection advice along with lifetime and equity release expertise

Call Us

Tailored Solutions for Your Mortgage Needs

Our mission at Sovereign Financial Management (Berkhamsted) is to provide bespoke solutions that cater to each client’s unique requirements. We understand that navigating the mortgage market can be daunting, which is why we offer personalised advice and guidance every step of the way.

Exceptional Service, Every Time

At Sovereign Financial Management (Berkhamsted) , we prioritise delivering exceptional service to our clients. From initial consultation to finalising your mortgage and protection plans, our dedicated team is committed to ensuring a seamless and stress-free experience, tailored to your individual needs. Trust Sovereign Financial Management (Berkhamsted) to secure the best mortgage deals for you.

Independent Broker Offering Bespoke Mortgage Solutions

Our firm is an independent Broker with rich background in Investment Banking across the City and Hong Kong. Our team has more than three decades of financial services experience in the mortgage and protection industry, ensuring our team’s dedication to providing bespoke solutions and expert advice. With Whole of Market Access, we offer a wide spectrum of mortgage and insurance choices, tailored to suit your unique requirements. Our unbiased approach ensures the most suitable products from multiple lenders, saving your time and effort. We’re committed to superior service and personalised advice to guide you amid the market complexities.

Our firm has more than three decades of Experience

Customised and expert advice

Extensive product range

Whole of Market access

Mortgages

learn more

Insurance

learn more

Equity Release/Lifetime Mortgages

learn more

Meet Brian

Brian joined Sovereign Financial Management (Berkhamsted) in 2020, working alongside Ian Barnes who had been at the helm of the business since 2004. Sovereign Financial Management offers bespoke independent whole-of-market mortgage and protection advice, along with lifetime and equity release expertise.

Our fee for arranging mortgages is typically £399 and is only payable once an application has been submitted. The fee may vary depending on your circumstances and the complexity of your requirements. We do not charge fees for arranging protection and insurance policies.

Secure your dream home now with expert Mortgage Advisors!

Call Us

© 2024 Sovereign Financial Management (Berkhamsted)
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
Registered in England and Wales
Sovereign Financial Management (Berkhamsted) Ltd Registration Number 05180491 is an Appointed Representative of Kingsmead Financial Planning Ltd, Kingsmead Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority.
The guidance contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK
If you wish to register a complaint, please contact us via any of the following methods:
In Writing: Ian Barnes, Kingsmead Financial Planning Ltd, 1 The Acorns, Wingrave Road, Aston Abbotts, Aylesbury, Bucks, HP22 4LT By Telephone: 07715 423111By Email: ian@kingsmeadfp.co.uk