How I Help

A plan to achieve your goals

Firstly, I work with you to understand your goals, where you want to be and when before we develop a strategy of how we aim achieve these goals.

Once we’ve talked through the strategy, we create your own, bespoke personal plan, which is focused on your goals and clearly laid out, so you understand the strategy and how we aim to reach your goals together.

This is how we have built so many long-term relationships with our clients, we create firm foundations with you from the outset.  Our clients choose us because “Matthew and his team deliver a personal service which fits our needs.”  It’s bespoke to you and available to all our Personal, Professional & Corporate clients.

As part of Sovereign Wealth, you will have access to a great team who couldn’t work harder for you in Huddersfield; Matthew Cook as Associate Director, with Sue Hartley as Practice Manager and Lauren Jackson as Office Manager. Our clients are further supported by our outstanding administrative team and top-tier investment management through St. James’s Place Wealth Management.

 

Meet The Team

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Get in touch.

Our team are ready to help, you can call us direct on 01484 509777 or email us at the link below.

Contact

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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.