Professional financial advice in Huddersfield

With almost 20 years’ experience in financial services, I remain committed to providing wealth management advice that is tailored to my clients’ unique needs. I offer a personalised service, built on long term relationships and bespoke face to face advice

Matthew Bloxsome DipPFS

Senior Partner

MY APPROACH

Experienced and dynamic wealth management

After spending many years at one of the largest banks in the world, I joined Sovereign Wealth over six years ago as a Senior Partner. I help individual clients with all aspects of their financial planning needs, including meeting their retirement goals, savings, investment and inheritance tax planning and meeting their protection needs. I am also very active in the corporate market and help businesses with their financial planning and protection requirements.

My Financial Advice team in Huddersfield comprises myself, Matthew Cook as Associate Director, with Sue Hartley as Practice Manager. Our clients are further supported by our outstanding administrative team of  Lauren, Sara and Leah-Mae.

HOW I HELP

A plan to achieve your goals

My aim is to help identify your financial priorities and objectives, and then develop a strategy to achieve these goals within your desired time scales. Once this plan is in place I am committed to giving a bespoke personal service tailored to your specific needs with a focus on building a long-term relationship.

Financial planning can be complex at times and my aim is to present the necessary information to you in a clear manner to ensure that each aspect can be understood.

I am renowned for giving a bespoke and personal service to all my Personal, Professional & Corporate clients.

Recommendations are made on a face to face basis backed up by a detailed report summarising my findings and any appropriate recommendations.

I very much look forward to explaining how I can help you individually and welcome you to get in touch.

My Team

A shared passion for great service

I am pleased to introduce my team.

  • Matthew Cook

    ASSOCIATE DIRECTOR / CHARTERED FINANCIAL PLANNER

    Matthew joined the business from a boutique wealth management firm and has a great deal of experience in providing financial planning solutions to high net worth individuals. In a non advisory capacity he provides technical oversight of the business and often takes a proactive role in the more complex cases, specialising in all technical aspects of wealth management, with an emphasis on tax planning strategies for our clients.

  • Sue Hartley

    Practice Manager

    With over 30 years’ experience in the financial services sector, Sue has a breadth of knowledge and skills to help with overall business planning and strategy. She provides support to the Senior Partner and Associate Director ensuring the Sovereign Wealth philosophy is maintained.

  • Lauren Jackson

    Senior Administrator

    Supporting the Associate Director, Lauren researches clients’ existing investments, reviews performance and gathers data. She contacts clients at the beginning of the investment process and keeps them fully informed throughout, ensuring high levels of client service excellence.

  • Sara Beever

    Administrator

    Having a great deal of industry expertise, Sara specialises in all aspects of protection planning. She sources the most competitive protection products for our clients ensuring they are kept fully updated. Sara also manages a number of large group schemes and acts as a key contact for these corporate clients.

  • Leah-Mae Weatherhead

    Administrator

    Leah-Mae provides administration support and undertakes research and data gathering. She also deals with queries from clients and ensures that they receive an excellent administration service.

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

Get in touch

You can contact me on 01484 509777 or complete the enquiry form below.

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Matthew Bloxsome 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.