If you are going to do something, do it with passion or not at all, is a saying myself and my team live by. Here’s a little bit more about them so that you know who will be looking after you.
Matthew Cook
Matthew joined the business from a boutique wealth management firm and has a great deal of experience in providing financial planning solutions to high net worth individuals. In a non advisory capacity he provides technical oversight of the business and often takes a proactive role in the more complex cases, specialising in all technical aspects of wealth management, with an emphasis on tax planning strategies for our clients.
Sue Hartley
Sue has a breadth of knowledge and skills spanning 30 years in financial services which helps with overall business planning and strategy. Sue provides support to our team, ensuring that you are responded to in a timely manner and that the Sovereign Wealth philosophy is maintained.
Lauren Jackson
Lauren researches clients’ existing investments, reviews performance and gathers data. Lauren will often be the one contacting you at the beginning of the investment process and keeps you fully informed throughout, ensuring high levels of client service excellence.
Sara Beever
Sara specialises in all aspects of protection planning and sources the most competitive protection products for our clients. Sara ensures that you are responded to quickly and that you are kept fully up to date with any progress. Sara’s experience in the industry means that she is also well placed to manage a number of large group schemes and acts as a key contact for these corporate clients.
Leah-Mae Weatherhead
Leah-Mae will provide any administration support for our clients and she also supports the team with research and data gathering. Leah-Mae will also respond to your queries and ensure that you receive an excellent administration service.
