Get to know us

About Sovereign Wealth Market Harborough

At Sovereign Wealth, Market Harborough, our goal is to deliver a personalised wealth management service to individuals and businesses, helping them achieve their personal and financial goals. We pride ourselves in understanding the needs of successful individuals, from a variety of backgrounds, to which we can offer a deep knowledge of investment planning, tax rules and wealth structuring.

Our reputation has been built on service and client relationships, as we continually commit to giving a truly personal and bespoke service tailored to your specific needs. This is with the principal aim of developing and building a long-term relationship based on trust and integrity.

Meet Our Team

About Us

Working together to provide the best for our clients

Our team share a passion for providing the highest calibre of client servicing, we aim to offer an unparalleled experience that gives you the utmost confidence in your financial future.

  • Dan Thompson | Chartered Wealth Manager

    As a Chartered MSCI Wealth Manager and business owner, Dan Thompson founded Sovereign Wealth in Market Harborough to deliver a personalised Wealth Management service to business owners, directors, corporates and professionals through the delivery of a truly bespoke and personalised Wealth Management service.

    With a master’s degree in Financial Risk management from the University of Nottingham, Dan has over 10 years’ experience in advising clients in various capacities. Previously acting as a Stockbroker and Discretionary Fund Manager in the early stages of his career, Dan now acts as Branch Principal and Wealth Manager of Sovereign Wealth Market Harborough.

    Dan places an emphasis on long term meaningful relationships with his clients, which is why the majority of his business comes through referrals. He has a strong and proven track record with a direct, straight-talking and honest approach to providing advice, leaving out the jargon.

    Dan is a member of the Chartered Institute for Securities and Investment (CISI), holding the Private Client Investment Advice & Management qualification acquiring Chartered Status in 2014. In addition he hold’s the CISI’s Investment Advice Diploma Securities Certificate and Diploma in Professional Financial Advice.

    Dan specialises in assisting individuals and businesses in the Leicestershire & Northamptonshire areas with their Wealth Management needs. He is committed to offering a model service based on long term client relationships where people go away empowered by the knowledge to make the right decisions.

    He offers a no-obligation initial consultation and if he can’t help you, he will certainly point you in the right direction.

    So, if you need to talk to an expert team of individuals, you owe it to yourself and your family to get in touch.

     

  • Colette Langhorn | Operations Manager

    Colette joined Sovereign Wealth Private Clients in Market Harborough, following a successful career in Marketing and Operations Management.

    After graduating with a First-Class Honours degree in English from the University of Essex, Colette began her career working for a leading global commercial vehicle manufacturer, assisting the brand in maintaining its worldwide presence and market share.

    After excelling during the initial years of her career, Colette turned her hand to the fitness industry working as a marketing and business consultant for an internationally recognised apparel brand. This role helped deepen her knowledge and experience of business processes and management, customer service, and marketing initiatives fundamental to the success of a firm.

    Since joining Sovereign Wealth, Colette has a wide portfolio of responsibilities ensuring the effective day-to-day management of business operations and maintaining the best possible relationships with our clients. Something which is at the heart of what we do.

    A strong advocate of continual professional development, Colette is currently studying further qualifications in business management and marketing.

    Outside of work Colette enjoys cooking and experimenting with different cuisines, alongside a passion for health, fitness and nutrition.

  • Marie Thorley | Chartered Financial Planner

    As a Chartered Financial Planner with over 20 years of experience in financial services, Marie Thorley specialises in providing defined benefit pension advice at Sovereign Wealth Market Harborough.

    Having been awarded the prestigious title of Chartered Financial Planner by the Chartered Insurance Institute (CII) and shortly after becoming a fellow of the Personal Finance Society (PFS),  this has enabled Marie to work as a pension specialist,  advising on all aspects of retirement planning, as well as other key aspects of financial planning.

     Marie is passionate about helping both individuals and businesses to create a more secure financial future.

  • Bradley Sheridan | Trainee Wealth Manager

    Bradley has joined the business as a Trainee Wealth Manager after successfully achieving a first-class honours degree in Economics and Finance at Keele University.

     Bradley decided to follow his passion for investment, economics and finance by joining the Sovereign team, with his heart set on truly making a considerable difference to people’s lives. During his time at Keele University, Bradley made a significant contribution to not only the university, but his peers, founding the Economics and Finance society and being involved in a number of charitable causes.

    Bradley assists our Wealth Managers and clients with their day to day needs, ensuring the service we provide continues to be bespoke, reliable and to the highest possible standards.

    Budding with ambition and enthusiasm, Bradley is embarking on his Level 4 qualification in Regulated Financial Planning with the Chartered Insurance Institute, with the objective of becoming a fully qualified Wealth Manager in the near future and progressing on to Chartered status.

    In his spare time, Bradley enjoys going to the gym and keeping fit, practising meditation, along with spending quality time with his girlfriend, family and friends.

  • Sharron Smith | P.A. and Client Service Specialist

    Sharron joined Sovereign Wealth Market Harborough with an abundance of experience in administration in Wealth Management and quickly became a valued member of our team.

    Sharron works closely with Colette and is responsible for ensuring that the day-to-day needs of our clients our maintained to the highest of standards.

    Sharron heads our client service program and is at the heart of the business, organising client events and working closely with our Wealth Managers, clients and providers to ensure the best possible outcomes.

    Sharron deals with cases from start to finish, frequently providing client reports so that they have a comprehensive and holistic view of their wealth, as well as specialising in the administration of client pensions.

    In her spare time, Sharron enjoys long walks with her dog Roxy and having a good night in with a glass of wine.

Why Choose Sovereign?

Personal service with a modern approach.

You deserve the best, that’s what we strive to deliver. We are a well-established business with a large and loyal client base, but we don’t rest on our laurels. Continued investment in technology, training and knowledge keeps us at the forefront of the wealth management industry and means our clients trust us to manage their wealth with care and attention.

 

  • Award Winning

    Leading the way in wealth management

    We are a Principal Partner Practice of St. James’s Place Wealth Management, a FTSE100 businesses and one of the leading wealth management company’s in the UK. St. James’s Place has received regular recognition for their work, such as Wealth Management Company of the Year at the City of London Wealth Management Awards in 2020.

  • Established

    A fast growing business with a proven track record

    With a decade of success under our belt, we now help over 7,000 clients with over £1.3 billion of funds under management and have a network of over 30 expert advisers around the UK.

  • Certified

    Driven to achieve the highest standards in our industry

    We are committed to achieving the highest standards, all our advisers have a programme of professional development through leading certifiers such as the Personal Finance Society and the Chartered Insurance Institute.

Get in touch.

Our team are ready to help, you can call us direct on 01858 791 182 or email us at the link below.

Get In Touch

Market Harborough is a member of Sovereign Wealth LLP.

Find out more about Sovereign at our corporate site.

SOVEREIGN CORPORATE SITE