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

    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

    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

    Office Manager

    As 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 a Diploma in Regulated Financial Planning.

  • Leah Weatherhead

    Senior Administrator

    Leah provides admin support to the team, taking a thorough and efficient approach in analysing data to create reports for client meetings. Leah is often our clients first point of contact and is more than happy to answer any questions they may have.
  • Olivia Paterson

    Administrator

    Olivia joined us in March 2023 from 6th Form. Olivia researches clients’ existing investments, reviews performance and gathers data for client meetings. She ensures that any outstanding information is obtained in a timely manner and keeps our clients regularly updated.

  • Gigi

    My name is Gigi and I joined Sovereign Wealth in June 2023.  My main role involves meeting and greeting clients and making sure there are lots of treats in the office.  I do like a cheeky afternoon nap now and again. When I am not in the office, I enjoy long walks (off lead of course), giving lots of licks and kisses.

    I hope to see you in the office soon!

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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.