Our Team

Our experienced team are here to help every step of the way

  • Dominic Fallon

    Principal

    As a financial planner, Dominic is refreshing, getting clients to not focus on finance.  Dominic is passionate about helping clients achieve their lifestyle wish and focusing on their end goals.   Whether that be holidays, helping children with house deposits, or retirement planning, Dominic’s financial planning diploma coupled with his ten years’ experience in finance, helps clients achieve their dreams. When not of the office, Dominic likes travelling to far off places.

    Dominic has a real passion for everything automotive and takes great pleasure in enjoying and appreciating this industry. Along with cars, he enjoys keeping fit and planning his next travelling destination in his free time.

  • Danny George

    Partnership Development Manager

    Danny has worked in financial services for nearly 20 years and enjoys working with clients to deliver financial plans which help people to achieve their dreams. Danny thrives on finding out where people want to be, then working with them and delivering plans to get them there. When not in the office, Danny enjoys football, fitness and family life with his young family.

  • Sam Kay

    Paraplanner

    Sam has worked in financial services for 12 years and enjoys researching what financial arrangements will help clients achieve their goals. Sam is a bit of a wordsmith and enjoys writing up the financial plans and reports for clients in a way which explains how to get them there. When not in the office, Sam enjoys the peace of yoga, the adrenaline of quad biking and relaxing with her two tortoises and cat.

  • Rebecca Senior

    Executive Personal Assistant

    Rebecca has worked in financial services for many years and for Sovereign since 2014. With her extensive knowledge of St. James’s Place and on-point organisation skills, Rebecca makes sure that all tasks get completed, with great efficiency and a smile.
     
    When not in the office, Rebecca enjoys days out with her young family, long outdoor walks and dining out.
  • Eve Sharman

    Administrator

    Eve, is right at home with all aspects of the financial services industry. Her love for organisation and data processing helps her play a key role in the business and she always enjoys helping our clients.

    Outside of the office, you can find her out walking in the countryside, binge-watching drama series or out for brunch with her friends.

  • James Hargreaves

    Advisor

    James joined our practice to help improve the level of service and general proposition that we can offer to our existing clients whilst looking to grow his client base.
    He works to help identify and educate clients on their individual financial needs. Looking to build a long-standing relationship based on trust and understanding of their unique situation.
    Outside of work James enjoys traveling and spending time with his wife and young family. He has a keen interest in keeping fit and playing football.

  • Liam Anderson

    Advisor

    Liam is passionate about helping his clients achieve their financial goals and aspirations through a robust and realistic plan. He has a genuine desire to bring financial wellbeing and peace of mind to his clients, which can be demonstrated by his friendly and approachable service, built on trust and long-term relationships.

    Since joining the team at Sovereign Wealth, Liam’s ambition, knowledge and desire to make a difference has made a big impact to his clients.

    Liam is a lover of travel, he likes to explore new places, try new foods and enjoy the culture of new destinations with his wife. He is also a keen swimmer and fan of live music.

  • Abigail Boatman

    Personal Assistant

    As a Personal Assistant, Abigail gets to put her organisation and communication skills to work to help deliver a seamless service for our clients. Abigail is there to assist at every touch point through the client’s journey and does this with a smile.

    When not in the office, Abigail enjoys long walks in the Peak District, rock climbing and travelling the world experiencing new cultures.

Come and meet us

Why not come and see us in our lovely new office in the heart of Chesterfield.

Sovereign Wealth
3 Old Road
Chesterfield
S40 2RE

01246 959 977