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.