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.