My Team

A shared passion for great service

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

    Associate Director / Chartered Financial Planner

    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

    Practice Manager

    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

    Senior Administrator

    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

    Administrator

    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

    Administrator

    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.

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.