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Downloadable documents

Welcome to our resource hub! In this section, you'll find essential documents available for download.

About our services and fees
This document forms part of our agreement with you. For your own benefit and protection, you should read About Our Services and Fees carefully before signing our Client Agreement. If you do not understand any point please ask for further information.Download
Client agreement
This document sets out the general conditions under which Sovereign Financial Planning Ltd services are to be provided to you the client.Download
Complaints brochure
This brochure details In Partnership's customer dispute resolution.Download
Privacy Policy
We understands our obligations in regards to your fundamental right to a private life. This document outlines the information we collect and the system and controls in place to ensure your rights and freedoms are protected.Download
Terms and Conditions
We are an appointed representative of In Partnership which is authorised and regulated by the Financial Conduct Authority. This document outlines our terms and conditions.Download