EMPOWERING
SUCCESS

Principal Partner at Sovereign Wealth, managing wealth for clients in Yorkshire and London.

WELCOME

Focussed on your Financial Security

My objective is to provide bespoke personalised financial planning tailored to your specific needs. By working closely with you and your family, I am able to build a robust financial plan that provides a long term view with the peace of mind that financial security brings.

Financial planning works best when a collaborative approach is taken, so I work extensively with my clients’ other advisers including lawyers and accountants, to make sure all areas of my clients’ goals are considered.

Providing a great service is what I have built my career on, I ensure my clients enjoy the best experience possible and receive the care and attention they need, whenever they need it. I value honesty and integrity and have always been driven by seeing the results that great planning achieves for my clients.

 

My Approach

Get in touch.

Our team are ready to help, you can call me direct on 0113 254 9666 or email me at the link below.

Contact Me

Links

Please note that clicking a link will open the external window in a new window or tab. Links from this website exist for information only and we accept no responsibility or liability for the information contained on any such sites. The existence of a link to another website does not imply or express endorsement of its provider, products or services by St. James's Place. Please note that clicking a link will open the external website in a new window or tab.

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.