Together We Prosper

Earlier this year I let you know about my move to Sovereign. Now that my legs are firmly under the table and life has started to return to a degree of normality, I wanted to explain a little more about the move and what it means to you.

For some time now, we have been looking to expand our capacity, to provide more cover in the office when I am out. You will already know from any recent dealings with us, that the team remains the same. That has not and will not change, as the County Durham office team, myself, Vicky, Lorna, and Gill will continue to work with you. Sovereign’s commitment to team training and development will see our team up to date with the latest training and industry knowledge, and this expertise will be passed on to you.

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The Sovereign motto is ‘Together We Prosper’, and that is the reason behind this move. As part of Sovereign, one area where our customers will benefit is that we will now have access to a broader spectrum of offerings and investments for our clients, which means that we can serve you even better than we have before.

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Our clients and their goals are still and always will be our primary focus. We have built an excellent reputation over the last decade for our caring client focus, and that will not change. This latest transition is to benefit both our practice and our clients, as we can all benefit from the incredible wealth of experience and expanded offerings that joining Sovereign brings.

Sovereign aligns itself well to our existing ethos, a values-led team which delivers on its ambitions for the client, so this partnership paves a positive future.

Sovereign is renowned for being an industry leader in the way it invests in technology to bring together the perfect blend of traditional personal service, supported by innovative technology.

Which brings me to another great benefit for our customers, My Advice Portal – Sovereign’s Digital Wealth Management platform. With changes in working hours and locations, many clients have been looking for a new, more convenient route to financial advice. This means that if you are unable to spare the time to travel to meetings, we can organise a convenient virtual meeting, whether that is in your lunch hour or from the comfort of your living room. Convenient for clients and all documents are securely stored online in your own portal for you to access as and when you wish. There has never been a quicker and easier time to look at your finances, so please get in touch to organise your review.

We are thrilled to be joining Sovereign and determined to keep our clients at the centre of everything we do.

If you do have any questions, please do let me know.

All the best,


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 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.