Howard McCain

Chartered Financial Planner

Howard is an expert who has worked for over 37 years with private clients, professionals, CEOs and business owners helping them achieve their lifetime financial planning goals.

Through this experience Howard helps clients in the protection against financial risk, building and preserving wealth, your investment planning and borrowings.

He is married to Gill and they have two sons – Alex, 23 who is a teacher and Euan, 12 who loves sports in particular football and swimming.

 

Victoria Curry

Practice Manager

When customer care is top of your priority list, we make it ours too.

Vicky, our Practice Manager, has worked in the industry for over 20 years. Of upmost importance to Vicky are accuracy and customer satisfaction. Since Vicky joined our Practice in July 2012, she has developed a slick infrastructure which means that all business results are recorded and reported on in an accurate and timely manner.

Clients are in exceptionally experienced hands, as Vicky completes the submission of paperwork regarding investment and pension planning and co-ordinates the trust* planning service that we offer to our clients.

In her leisure time, Vicky enjoys running, cycling and walking. She is also a qualified Bokwa fitness trainer.

* Trusts are not regulated by the Financial Conduct Authority.

Sarah Jordan | DipPFS BSc (Hons)

Wealth Management Consultant

Sarah is a Wealth Management Consultant who began her career in Financial Services back in 2012 and completed her Diploma in Financial Planning in November 2019. In this time, Sarah has also added knowledge around mortgages to her experience in order to provide holistic advice.

Sarah’s aim with clients is to provide a clear and strategic lifelong financial planning experience by giving meaningful advice to individuals and businesses, guided by a desire to build lasting relationships.

When Sarah isn’t ensuring a clients’ objectives are met, she enjoys dancing, reading, and walking her dogs – a must when you live near the coast in South Shields.

Having officially started at Sovereign County Durham in November 2020, Sarah is looking to build her client relationships and become an integrated member of our team in the early stages of her role.

James Lawlor

Paraplanner

Having graduated from Sheffield Hallam University with a Bachelor’s Degree in Business Studies, James has worked in Financial Services for the last seven years. During this time, James started out as a suitability report writer and following multiple promotions, became the Compliance Director for his previous employer before it was acquired by a new firm.

Through this experience, James has developed his analytical skills and enjoys fund analysis and ensuring the advice given to clients makes sense. Through his compliance knowledge, James ensures due diligence has been performed on clients and looks to ensure all factors have been considered when advice is being given to clients.

Having been located in King’s Lynn, Norfolk following graduation from University in 2012 and the subsequent progression in his career, James has recently relocated to the North East as a passionate Newcastle supporter, having an ambition of moving to the area for many years.

The early stages of his employment have seen him struck up a great rapport with Vicky and Howard and he is looking forward to supporting them in the coming years. While employed as a Paraplanner, James will be continuing to study for his Diploma in Financial Planning (DipPFS), with the aim of becoming an adviser once qualified.

Lorna Denise

Client Care Manager

Lorna joined our Practice in 2014 following a career in welfare and business management. This has equipped her for the role of supporting Howard to ensure the Durham Practice is continually evolving. Lorna’s emphasis is on maintaining a long-term relationship with our clients.

“This is a very professional and dedicated service organisation, where our clients’ needs and wishes are paramount.”

Lorna is an avid crafter and DIY enthusiast.