POWERING MOMENTS

Wealth Management in Lancashire

WELCOME

A financial plan specifically tailored to you.

I specialise in working with business owners and high net worth individuals and have also worked with a number of sports professionals over the years.

My aim is to provide a highly professional service, working with my clients over the long term to provide a financial plan specifically tailored to their personal goals, taking into account their existing portfolio and overall appetite for risk.
 
My Approach

older business man making a call regarding his financial future

Get in touch.

Our team are ready to help, you can call direct on 01704 620669  or  07769 336 375.

Alternatively please fill in the contact form and we’ll be in touch.

Contact Us

ABOUT SOVEREIGN WEALTH

A leading Wealth Management and Financial Planning organisation with over 50 Advisers across the UK helping over 10,000 clients and managing over £2 billion of funds.

SJP Approved on 30/06/2023

Information

Links

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.