Here at Sovereign Wealth my aim is to deliver a personalised Wealth Management service to individuals and businesses, helping them to achieve their personal and financial goals.
I am proud to be member of the Chartered Institute of Insurance and hold the Diploma in Regulated Financial Planning enabling me to provide advice on investment planning, protection and retirement planning. I also hold the CII qualifications in Mortgage, Equity Release and Long-Term Care Planning advice.
My focus is to provide reliable, high quality and face to face advice that is designed to suit each client’s individual requirements. I always endeavour to provide the best possible outcome for each client’s financial well-being both for the present and their future.
I have built my reputation on service and client relationships, which is central to what I do.
Email : N/A
Number : 0161 219 8576
Office Location : 1265 Century Way, Thorpe Park, Leeds, LS15 8ZB
