PROFESSIONAL FINANCIAL ADVICE IN LEEDS

As an experienced Financial Adviser at Sovereign Wealth, I assist private individuals and business owners in achieving their financial goals and securing a robust financial future. I guide my clients through Tax Planning, Retirement Planning, and Inheritance Tax Planning at various stages of their journey. Additionally, as part of Sovereign Wealth, you benefit from the support of our exceptional administrative team and the distinctive approach to investment management provided by St. James’s Place Wealth Management, ensuring comprehensive support for all your financial needs.

David Horne DipPFS

WEALTH MANAGEMENT CONSULTANT AT SOVEREIGN WEALTH

My Approach

Forging long-lasting relationships with my clients and empowering them to achieve their objectives has been the pillar to my continued success.

My experience guiding clients, started on firm foundations as a Financial Adviser with Legal & General 13 years ago. After securing the required industry qualifications, I worked with individuals and businesses as a trusted source of advice. I am proud that many of the clients that I advised during this period are still clients today (and some of them friends).

Fundamentally, Financial Advice is about listening and understanding first, and then having the knowledge and expertise to deliver a plan to fit your needs for today and in the future.

Our clients need to feel confident in us, which is why it’s important to be visible. My Practice Manager, Faye will ensure that we are always available and that most importantly, we do what we say. 

 

How I Help

boy and dog hug by a lake

Connect with us

You can find out more about how we help our clients by connecting with us on Linked In.

 

 

Links

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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.