Chartered wealth management in Leicestershire & Northamptonshire

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.

Dan Thompson

Chartered Wealth Manager

My Approach

A personalised service for individuals and businesses

I 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 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.

My reputation has been built on great service and trusted relationships, I provide a truly personal and bespoke service, tailored to your specific needs. This is with the principal aim of developing and building a long-term relationship based on trust and integrity.

How I Help

A personalised service for individuals and businesses

I aim to offer an unparalleled experience that gives you the utmost confidence in your financial future.

I take the time to listen to you and understand your personal financial goals. Once I understand you, I then design a bespoke plan to meet all of your financial needs, allowing you to focus on your own objectives, knowing that we have everything in check.

Increasingly, successful business owners find they have to prioritise and focus their time and energy on their business, often struggling to attend to their own personal financial needs and those of their family. I am very experienced in working with business owners and helping them to succeed in business and achieve their personal lifestyle goals.

TOGETHER WE’LL PROSPER

Powering your future

It isn’t the amount of wealth that matters most, it’s what you do with it that counts.

With our help, your wealth becomes the fuel that powers your future – a means of enjoying the life you want and looking after those you love. Whatever your goals and wherever you are in life, we build a financial plan that’s fit for the weeks, months and years ahead.

Effective planning to create the future you want.

What will your future be like? It can be easy to think of the future as being unknowable, but planning ahead can smooth out many of the uncertainties and help your goals and aspirations become reality. When we work with you, we always encourage you to consider the future you want – and then we help make it happen.

Planning helps you…

  • Identify goals and aspirations
  • Make important decisions today
  • Look after those you love
  • Look forward to the future with confidence

A sound investment in your future.

Investing for the future is fundamental to most people’s financial plans, but understanding how, why and what to invest in requires specialist expertise. We understand that your ideal investment strategy depends on many factors, but by getting to know your reasons for investing and your attitude to risk, we can give you the comprehensive advice you need.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

Our investment planning helps you…

  • Understand your investment options
  • Spread your investments across the most appropriate assets
  • Make the right choices for you and your family
  • Build a balanced, diversified investment solution

Preparing for a richer retirement.

Most people like to look ahead to an enjoyable retirement. For many, it represents the stage of life that will give them time and space to pursue their personal passions. But it takes planning to achieve the retirement you want, and not everyone has the foresight to make the right choices today.

Retirement planning helps you…

  • Prepare for the future you want
  • Optimise your financial arrangements today
  • Plan for life’s ups and downs
  • Look forward to retirement with confidence

Protection for you and your loved ones.

We can’t see into the future, but we can help you plan for events that might happen and that could have a major impact on you, your family and your wealth. By understanding your situation in detail, we can help protect you from life’s many storms, both minor and major.

Protection planning helps you…

  • Prepare for life’s uncertain events
  • Protect your wealth from excessive tax liabilities
  • Shield your income from the impact of illness
  • Protect your loved ones if anything happens to you

Although you may have firm ideas about who will benefit from your wealth in the event of your death, making sure your intentions are carried out smoothly can be complex.

All kinds of events can end up knocking your plans off course, and it takes expert advice to make sure your wealth is protected for future generations.

Our team guides you through the process of planning the legacy you will one day leave behind. We consider the effects of inheritance tax and the possibility of unexpected events, making sure your wealth is retained and protected for those you love.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

Legacy Planning helps you…

  • Make sure your wealth is passed on in the way you want
  • Minimise inheritance tax and capital gains tax
  • Create a legacy that passes to multiple generations
  • Protect your estate and assets

A firm financial footing for your business.

Running a business is hard work and it’s important to ensure your hard work is creating financial security. You and your employees all rely on your business, and taking steps to secure its financial future is all part of being successful at what you do.

Financial planning for your business helps you…

  • Secure your business’s financial future
  • Look after your finances and those of your employees
  • Build a stronger, healthier business
  • Feel confident that your business is well prepared for success
What my clients say A genuine approach

“We were recommended to Dan some years ago by our insurance adviser of many years. As it happened, I retired earlier than expected and we needed his advice on how to manage our finances earlier than planned. Dan has such as genuine approach to sorting us out without fuss, bother or problem. That was five years ago and since then we have continued to take Dan’s advice with great results that are much appreciated.”

Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise.  You may get back less than you invested.

Elaine Lee Northamptonshire
What my clients say Exceeded all of my expectations

“I have been using Dan for investment advice for many years now. Dan provides a critical insight into my financial affairs, is thorough, and always willing to take the time to discuss any concerns and respond to my questions in a way I can understand. he has exceeded all of my expectations and has been an absolute pleasure to know. Without question, I would highly recommend Dan.”

Dom Politano Director, Northamptonshire
What my clients say A very personal level of service

“Dan has been looking after my pension for several years now after helping to consolidate a number of my pension pots. Dan offers a very personal level of service and keeps me regularly updated with progress and advice. I trust Dan and his advice implicitly now which has helped to grow my overall pension pot considerably. I would certainly recommend Dan to anybody looking for trustworthy and reliable financial advice.”

Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise.  You may get back less than you invested.

Rob Gilbride Northamptonshire
What my clients say Recommended to by a friend

“After consulting with a number of IFA’s I was left unimpressed. I was then recommended to Dan by a friend and his approach stood out a mile. Dan really wanted to get to know me and invested an inordinate amount of time, over several meetings, to understand exactly what my priorities were. He wasn’t at all pushy, unlike other advisers I had seen, I can’t recommend Dan enough.”

John Swift Countesthorpe

What my clients say Very professional and informed

“Daniel became our Wealth Manager several years ago. He’s always been very professional and informed. We have total confidence in his advice and always feel happy after meeting with him. We have recommended Daniel to our friends and family.”

Trevor and Steph Blood Countesthorpe
What my clients say I wouldn’t trust anyone else to look after my portfolio

“I feel very confident with Dan and his knowledge and ability to manage my investment portfolio. I wouldn’t trust anyone else to look after my portfolio which is so very important to me & my family’s future.”

Gurbinder Dhillon Mortgage Adviser, Coventry
What my clients say Friendly, helpful, but very professional approach

“Three years ago I was introduced to Dan and was immediately impressed with his friendly, helpful, but very professional approach. The results have been excellent and I will definitely be staying with him for the foreseeable future. Dan has provided me with a variety of solutions over the years, giving myself and my family total peace of mind. He is always accessible and because of this I would whole heartedly recommend him to anyone.”

Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise.  You may get back less than you invested.

Howard Nutt Leicestershire
What my clients say The most confident and knowledgeable Wealth Manager I have ever dealt with

“I have had the pleasure of working with Dan for a couple of years now and I haven’t looked back since. I work with Dan on a business level and wouldn’t trust anyone else to look after my clients. He is the most confident and knowledgeable Wealth Manager I have ever dealt with and this reflects in my client’s feedback. Dan has proved to be the perfect solution every time delivering honest and caring advice.”

Elliot Dent Director, Northamptonshire

Get in touch

The team at Sovereign Wealth Market Harborough are ready to help and we would be delighted to hear from you.

You can call us direct on 01858 791 182 or complete this form and we will be in touch.

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Visit Us

The Lincoln Building
Eckland Lodge Business Park
Desborough Rd
Market Harborough
LE16 8HB

 

 

You can find out more about our service on our social channels.

 

Dan Thompson is a member of Sovereign Wealth LLP.

Find out more about Sovereign at our corporate site.

SOVEREIGN CORPORATE SITE

Sovereign Wealth LLP 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 LLP is a Limited Liability Partnership registered in England and Wales, Number OC350767. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.