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.