How I Help

A plan to achieve your goals

Now is the time more than ever to choose the right adviser for you.

Working with clients in County Durham, the North East and across the UK, our aim is to take the time to unearth your needs and aspirations and to understand your goals.  Once we know where you want to be in the future, we work with you to provide an individual plan, specific to you and your goals.

The majority of our clients come from personal recommendation, which is testament to the fact that with over 27 years of industry experience, our relationships with clients are built for longevity.

We very much look forward to explaining how we can help you individually.

 

Get in Touch

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Expertise

Later Life Planning

If you’re looking for advice from a highly accredited expert, you’ve come to the right place.

Howard has achieved The Later Life Adviser Accreditation (LLAA) and the Society of Later Life Advisers (SOLLA) Accreditations. These accreditations mean that Howard has met the highest industry benchmark to expertly advise you and guide you through planning for later life, such as retirement or estate planning.

To talk about your later life planning please get in touch.

 

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Specialist Support

Working With Medical Professionals

We have extensive experience in helping medical professionals. For around 20 years we have supported medical professionals from GP’s to Dental Practices.

Using our specialist services, we can help you maximise your financial potential, working with you to help you understand NHS or existing private pensions.

With incredible insight into this sector, we can work with medical professionals through a three-step review process: 

  1. Request your current NHS and private pensions estimates to discuss retirement options.
  2. Review the tax planning opportunities available.
  3. Review of existing protection arrangements.

 

Once these three key steps are completed, we will work with you to create an informed, robust financial plan for you.

To get started please get in touch today.

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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

ABOUT SOVEREIGN WEALTH

A leading Wealth Management and Financial Planning organisation with over 50 Advisers across the UK helping over 10,000 clients and managing over £2 billion of funds.

SJP Approved on 16/05/2023

Information

Links

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.