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.
  • Charlotte Dawson

    Client Account Manager

    One of the newer members of the team, Charlotte, 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 spending time with her beloved puppy,
    binge-watching drama series or out to brunch with her friends.

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