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

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.