Professional financial advice in Halifax

I pride myself on offering professional, expert and ethical services, consulting on personal and business financial challenges.


Sheena Doherty DipFA

Senior Wealth Management Consultant


Full holistic planning.

Financial planning can be complex at times so my aim is to provide relevant and appropriate information using clear and jargon-free language to ensure full understanding.

If appropriate, I work alongside clients’ own solicitors and accountants, to help identify best solutions. Always striving to consistently deliver a bespoke service that is individually tailored for every client. This ensures strong long-term professional relationships.


A plan to achieve your goals

I have a great knowledge of products and work mainly through personal client recommendation and other professional introductions.

As one of a relatively small number of women working in the industry, I have a particular interest in tackling gender inequalities, particularly in the pensions’ field. In this area, women still report significantly lower retirement “pots” than men.

Supported by a team of three, enabling me to provide a very personal and bespoke service.

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

My Team

A team of dedicated professionals

I am supported by a great team that share my ethics and values.

  • Camilla Gough

    Executive Personnel Assistant

    Camilla joined Sovereign Wealth more than two years ago and works as Sheena Doherty’s Executive Personnel Assistant.
    Her main responsibility is focused on managing Sheena’s diary, organising meetings and appointments to ensure the office operates smoothly and efficiently.

    Camilla prides herself on clear communication and is responsible for office correspondence and helping to facilitate effective liaison with clients. This includes handling telephone calls and helping to organise and facilitate client events.

    During her free time, she enjoys keeping fit through running and socialising with her family and friends.

  • Julie Wood


    Julie started working for Sheena Doherty more than three years ago and absolutely loves it!
    During this time she successfully graduated from the St. James’s Place Paraplanner course, gaining her Financial Services Diploma.

    Her role includes gaining an understanding and comparison of the client’s policies, enabling Sheena to recommend courses of action. She also works to secure an understanding of clients’ tax implications if they take out, contribute to or cash-in investments.

    Julie says she loves the role because she’s continuously learning and knows that clients’ needs are always at the forefront of everything the office does.

  • Beth Croad

    Senior Administrator & Marketing Executive

    Beth joined Sovereign Wealth in May 2015 in a part-time role whilst studying for her Business Management Degree at The University of Huddersfield. She became a full-time team member after graduating in 2017.
    Her role involves networking and she is part of the Women in Business monthly network meeting. She is also responsible for marketing campaigns, including tax year-end, brand awareness and social media.

    Beth also looks after any protection cases within the business. This includes completing application forms with clients and assisting the completion of trust forms and documentation.

    In her free time, Beth enjoys going to the gym, running, going on holiday and socialising with friends.


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 Leagues ahead

Sheena has been leagues ahead of every other financial advisors I’ve used previously. She’s practical, straight talking, down to earth and incredibly knowledgeable. I would recommend her in a heartbeat. 

Ben Sanjurgo Company Director 
What my clients say Excellent support

Sheena and her team have helped me make informed decisions with timely advice and excellent support. Highly recommended.

Andrew Boyd Director
What my clients say 100% trust

When it comes to pension investment, only 100% trust will do. Sheena and Sovereign Wealth are a team I trust completely to look after my long-term investments, they have integrity and genuinely care about their customers. Sheena and her team provide five-star customer service. Sovereign Wealth were recommended to me and I would recommend them to any prospective pension investor, without hesitation. 

Andrew Dodd Director

Get in touch

You can call me direct on 01422 893531 or complete the enquiry form below.

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Sheena Doherty is a member of Sovereign Wealth LLP.

Find out more about Sovereign at our 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 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.