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.

Richard Reith

Senior Partner

Richard has been involved with Financial Services for over 40 years.  Using expertise and communication skills has enabled him to develop an ever-expanding practice which is now joining Sovereign Chesterfield. The majority of his business is through personal referrals from his existing clients. This shows the level of satisfaction existing clients have in the service provided.
He provides a wide range of wealth management services to individuals in Chesterfield and surrounding areas. Emphasis is on maintaining a long term relationships with clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
Outside work Richard enjoys family time with Emma and walking his two Labradors!

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.

Abigail Boatman

Personal Assistant to Dominic Fallon

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.

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.

Louise Myers

Administrator

Louise is an experienced administrator with many years’ experience in finance. She has high aspirations and great attention to detail. After joining the team from an IFA, Louise has adapted to the systems extremely quickly and slotted into the team perfectly.

Outside of work Louise enjoys watching her football team (lose), playing tennis and has recently taken up painting flowerpots.

Jordan Timmons

Administrator

Jordan is an aspiring advocate for all things finance, who wants to experience and explore every aspect of the business. He works hard to learn from his knowledgeable peers and uses this to try and further his contributions to the team.
Outside of work, you will primarily find Jordan playing football or in the gym.

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.