Our Team

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

    Branch Principal and Chartered MCSI Wealth Manager

    As a Chartered MCSI Wealth Manager and business owner, Dan Thompson founded Sovereign Wealth Midlands to deliver a personalised Wealth Management service to business owners, directors, corporates and high-level executives 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. Previously acting as a Stockbroker and Discretionary Fund Manager in the early stages of his career, Dan now acts as Branch Principal of Sovereign Wealth in the Midlands.

    Dan places an emphasis on long term meaningful relationships with his clients and has a strong and proven track record in the area, especially within the corporate world and wider business community. He prefers to deliver a more direct, straight-talking and honest approach to providing advice, leaving out all 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 back in 2014. In addition, he also holds the CISI’s Investment Advice Diploma Securities Certificate and Level 4 Diploma in Professional Financial Advice.

    Dan specialises in assisting business owners, directors and c-suite in and around 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.

     

  • Colette Langhorn

    Operations Manager

    Colette joined Sovereign Wealth Midlands, 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 Midlands.

    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.

  • Tom O’Neill

    Wealth Management Consultant

    Tom joined Sovereign Wealth Midlands as a Wealth Management Consultant bringing with him an in-depth knowledge of investments and markets, following a highly successful career as a stockbroker in a senior role for Rowan Dartington, a leading Discretionary Fund Manager. With a BSc (Hons) degree in Mathematics and Economics from the University of Leeds and industry experience, Tom brings together a perfect marriage of problem-solving capabilities alongside his genuine desire to help people achieve their financial goals.

    During his time spent at Rowan Dartington, Tom worked with a range of individuals which included many high net worth clients, assisting them with the construction and on on-going management of their portfolios. Tom forms meaningful relationships with his clients, gaining a real understanding of what they are looking for, enabling him to be able to provide a more bespoke service delivering truly holistic financial advice at Sovereign Midlands. He delivers a personal but professional service to individuals and businesses from Bristol through to South Wales and right up to Leicestershire and Northamptonshire.

    Tom is a member of the Chartered Institute for Securities and Investments (CISI), holding the CISI’s Investment Advice Diploma in Securities and Professional Financial Advice. He is now in the pursuit of Chartered status in a continuous effort to strive to deliver the highest standard of financial advice.

    Outside of work Tom enjoys keeping fit through an array of fitness activities which include weightlifting, running and callisthenics. When he’s not exercising, you will find him spending quality time with his family and friends. Being from the heart of South Wales Tom takes great pride in his nations Rugby Team and there’s not much he’d rather be doing during his time off than watching the boys in red come out on top!

  • 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 Midlands 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.

  • MIa Freeman

    Client Relationship Manager

    Mia is responsible for building, maintaining and strengthening our relationships with our clients – something which is at the very heart of what we do. Mia will keep in close contact and update you regularly throughout the investment process, ensuring you receive an excellent service. In her spare time, Mia enjoys going to the gym and spending quality time with her friends.

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

Midlands is a member of Sovereign Wealth LLP.

Find out more about Sovereign at our corporate site.

SOVEREIGN CORPORATE SITE