Dan Thompson
As a Chartered Wealth Manager and business owner myself, I established Sovereign Wealth Midlands to help improve the lives of directors, business owners, corporates and professionals through the delivery of a truly bespoke and personalised Wealth Management service.
Myself and my team provide local face to face financial advice that is simple, clear, and easy to understand. I’m direct, straight-talking and honest. I will tell you what is truly in your best interests, do what I say I’m going to do, and leave out the jargon.
I place an emphasis on long term meaningful relationships with my clients and that’s why the majority of my business comes through referrals and my network. I have a strong and proven track record so if you have any questions, just ask! Or better yet speak to the many individuals and businesses I help throughout Northamptonshire and Leicestershire.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
The Partner Practice 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. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
