POWERING MOMENTS

Expert financial advice in County Durham and the North East

POWERING FUTURES

Expert financial advice in County Durham and the North East

WELCOME

Whether you’re a busy CEO, a business owner, someone who is retired, about to retire or an individual at the beginning of your financial journey, I am here here to help as a Senior Partner at Sovereign Wealth, a Principal Partner Practice of St. James’s Place.

Additionally as a SOLLA Member, I am  able to help in all areas of later life financial matters, including retirement planning, care funding, saving and investment planning, tax matters, and estate and wealth planning.

Wherever you are on your financial journey we would be delighted to assist you and help you take the first step towards reaching your financial goals.

 

My Approach

couple pet dog after a hard days work
Our commitment to you 

The opportunity to review your financial affairs as often as you wish

Management for your investments through the St. James’s Place distinctive approach

The latest news and changes which could impact your finances

Experts who will listen to your feedback

Confidentiality and sensitivity in managing your finances

 

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Get in touch.

Our team are ready to help, you can all us direct on 0191 305 5246 or email us at the link below.

Contact

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.

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.