Who I help

Tailored advice to match my clients unique goals

I believe that everyone deserves great advice and I give the same level of service to all my clients. My clients come from a range of backgrounds and I enjoy getting to know their different success stories and uncovering where and how I can help them achieve future goals.

Whilst I am comfortable with all kinds of clients there are a few areas I have specific experience and services for;

  • Business Owners & Directors

    Achieving business & personal success

    I work with directors to plan, manage and protect both their business and personal financial plans and assets.

  • Agriculture

    Making hard work pay off

    Surrounded by the beautiful Lancashire countryside many of my clients come from the agriculture sector. I have a particular passion for helping our hard-working food producers to plan their financial futures and help their hard work to pay off.

  • Sports Professionals

    Winning in both arenas

    I help a number of sports professionals to plan their finances, both during and after their playing careers. As a former rugby player and lifelong rugby enthusiast, I have seen both the incredible positives and risks that professional Sports brings and I am very passionate about getting the best for my clients.

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 30/06/2023

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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.