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

View Profile

Colette Langhorn

Operations Manager

View Profile

Emma Thompson

Head of Business Development

View Profile

Marie Thorley

Chartered Financial Planner

View Profile

James Bowers

Wealth Management Consultant

View Profile

Tom O’Neill

Wealth Management Consultant

View Profile

Bradley Sheridan

Trainee Wealth Manager

View Profile

Liam Moran

Trainee Wealth Manager

View Profile

Geoff Gwynn

Business Growth Advisor

View Profile

Richard Murray

Business Advisor

View Profile

Sharron Smith

P.A. and Client Service Specialist

View Profile

Mia Freeman

Client Relationship Manager

View Profile

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

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.