Who we are

Meet the team

Our accolades cement us as leading Financial Planners, but it’s our personal approach that really sets us apart.

Trust and integrity are the foundations that Sovereign is built upon, and relationships with our clients are based upon the same principles. The best business is always between friends, and that’s what most of our clients are; as likely to drop into our office for a chat as they are to talk finance. We like it that way.

Each of our highly-qualified and experienced Financial Planners work with a limited number of clients to ensure that we consistently deliver our bespoke financial planning service. We are known for providing outstanding service and support, which results in almost all our clients coming to us through referrals from the people we work with.

Between them, our friendly support team also have many years’ experience. They will usually be your first point of contact with Sovereign. Don’t be surprised if they recognise your voice when you ring; we like the personal touch!

James Marchant

Director & Financial Planner

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Mark Hibbitt

Director & Chartered Financial Planner

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Heidi Dann

Practice Manager

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Lucinda Gilbert

Senior Client Administrator

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