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. Matthew also provides a wider perspective of the business, providing technical oversight. Matthew can also support clients requiring expert advice and tax planning strategies.
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.
Leah Weatherhead
