Sovereign Wealth Midlands - Market Harborough

Daniel M.

I had a really valuable meeting with Dan Thomson, who provided clear and insightful advice on stocks and shares. He also outlined an efficient strategy tailored to my business goals, which gave me real clarity and confidence moving forward.
Dan was knowledgeable, approachable, and took the time to explain things thoroughly. Highly recommend speaking with him if you’re looking for expert wealth management guidance.

Sam B.

Dan and the team have been great from the start. Initially, contacting Dan was really an exercise in seeing what was out there. I’ve spent a lot of years managing my own money (successfully) and after speaking with a few people I really didn’t like the idea of a wealth manager. It was all a bit old school and as a younger guy I didn’t feel very understood in that market.

After a few meetings with Dan we hit it off and not only were our financial values aligned, we were also at a similar place in life with a lot in common.

I’m sure there’s plenty of people out there than can select funds high performing funds and mitigate risk. But understanding what you want in life, helping you plan your finances, set goals, uncover tax advantages, and make moves that suit you and aren’t just cookie cutter is a whole different ball game.

For me, Dan nailed all of that. Everyone needs to find the right fit and I’m confident that Dan and I will be building wealth for decades to come.

Liz J.

I cannot say enough good things about Dan and his team. They are a total pleasure to work with and they are brilliant at what they do. My investments have exceeded what I honestly thought was possible and in the last 12 months have been in double digit growth, far outperforming the market.
The customer service is second to none, the annual reviews are easy, straightforward and jargon-less and the app is super easy to navigate. I feel totally in control and I know if I have questions they will be answered quickly and efficiently.
I wouldn't hesitste to recommend Dan and the team to anyone.

Jonathan C.

It is extremely rare and pleasant to come across someone as honest as Dan Thompson at Sovereign Wealth in the murky world of finance. Absolutely stellar advice, thinking only of me and my situation and not his own business and how he could make money from me. I cannot thank him and recommend him and his team enough.

Jonny W.

Having struggled with a standard company pension not growing year after year but fees increasing, it’s been an absolute shock how well Dan and his team have performed. Very personable service and always willing to go above and beyond to make sure I’m happy and informed.

Ryan K.

I have known Dan for some time now. I originally came to him after being disappointed with the way a particular high street bank had treated me. Dan has a deep desire to represent his client’s best interests and it is obvious he is very knowledgeable and passionate about his career.

He is committed to providing clients with the highest level of service and was always willing to go the extra mile to make sure I understood the whole investment process from top to bottom. He was a true pleasure to deal with and his professional approach, along with his empathy and sense of humour, only made the experience more enjoyable. I highly recommend him and will be using Dan's expertise for the foreseeable future.

Howard N.

Three years ago I was introduced to Dan and was immediately impressed with his friendly, helpful, but very professional approach. The results have been excellent and I will definitely be staying with him for the foreseeable future. Dan has provided me with a variety of solutions over the years, giving myself and my family total peace of mind. He is always accessible and because of this I would whole heartedly recommend him to anyone.

Elliot D.

I have had the pleasure of working with Dan for a couple of years now and I haven't looked back since. I work with Dan on a business level and wouldn't trust anyone else to look after my clients. He is the most confident and knowledgeable Wealth Manager I have ever dealt with and this reflects in my client's feedback. Dan has proved to be the perfect solution every time delivering honest and caring advice.

Elliot @ CJ White Mortgages