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.
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 joined the team through an apprentice scheme after leaving 6th form and has recently been promoted to Office Manager. Lauren oversees work flows to ensure the smooth running of the business. She will often be the one contacting you at the beginning of the investment process and keeping you fully informed throughout ensuring high levels of client service. Lauren has recently successfully completed her Diploma in Regulated Financial Planning.
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.
Sam Bloxsome
Sam takes a thorough and efficient approach in collecting and analysing data to create reports in preparation for client meetings, ensuring our clients remain accurately informed on their investments. Sam is also available to answer any administrative queries you may have.
Katy Gordon
Katy has joined the team in Huddersfield on a one year work placement as part of her Finance and Investment Management degree at Northumbria University. Katy provides administrative support for clients and the team through data collection and research. Katy will also ensure you receive an excellent administrative and client service by answering any enquiries you may have.
David Hill
Over the last 25 years it has been my pleasure to build successful relationships through supporting my clients achieve their financial goals and aspirations. Over my career I have worked across a number of high-quality wealth management businesses, mostly latterly, HSBC as a Premier Relationship Manager. I was delighted to accept the opportunity to join St. James’s Place Wealth Management working with Sovereign Wealth, to meet my client’s holistic financial needs. I am surrounded by a wonderful team passionate to meet the ambitions of my clients.
