As Chartered MSCI, Dan Thompson established the Sovereign Wealth Market Harborough office in order to deliver a personalised Wealth Management service to individuals and businesses, helping them to achieve their personal and financial goals. I pride myself in understanding the needs of successful people, from a variety of backgrounds, to which I can offer a deep knowledge of investment planning, tax rules and wealth structuring. I built my reputation on service and client relationships, which has always been central to what I do.
I am a member of the Chartered Institute for Securities and Investment (CISI), holding the Private Client Investment Advice & Management qualification enabling me to acquire Chartered Status in 2014. I also hold the CISI’s Investment Advice Diploma Securities Certificate and Diploma in Professional Financial Advice.
How I help client’s day to day:
I specialise in working with individuals and businesses in the Leicestershire & Northamptonshire areas with their wealth management needs. I’m 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.
I offer a no obligation initial consultation and if I cannot help you I 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.