What are the opening hours?

Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Sovereign Wealth Cleckheaton

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Cleckheaton
Sovereign Wealth Cleckheaton

Over 25 years experience as a Financial Advisor working with business owners, directors & individuals

18/07/2025

A Huge Happy 30th Birthday to our lovely Camilla 🥳🤩🤍 we hope you have a fabulous day & cannot wait to celebrate with you tomorrow! 🎉 🍾 xx

07/11/2024

Exciting news at Sovereign Wealth Cleckheaton 🎉

We are thrilled to introduce Ella Midgley, our newest addition to the team who joins us as a Trainee Financial Advisor! She has a wealth of experience and has worked in financial services for 6+ years, we are sure you will join us in giving Ella a warm welcome into our team ☺️

31/10/2024

Happy Halloween from our office pups Dudley & Wilbur 🐕 👻 🎃

25/09/2024

Congratulations to Harry who today celebrates his 1 year anniversary with us! You have achieved so much in your first year with us including working towards your diploma and passing your R05 exam! 🥳 it has been a pleasure to have you with us this last 12 months and we cannot wait to see where the next 12 months will take you!!

12/09/2024

🎉 Happy 7th Work Anniversary, Beth! 🎉

Today, we celebrate not just a milestone, but the incredible impact you've made over the past seven years here at Sovereign Wealth!

Your efforts behind the scenes ensure that everything runs smoothly and efficiently, and we couldn’t ask for a better Office Manager.

Here’s to many more years of success thank you Beth, for everything you do! 🥰

23/08/2024

We would like to wish Harry a very Happy Birthday for tomorrow!
We hope you have a fabulous weekend celebrating .. enjoy the bank holiday weekend !! 🥳🎉🎊🍻

30/07/2024

Wishing our lovely Louise a very Happy Birthday 🥳🎉🎂 we hope you enjoy all your celebrations! 🥂🍾 ###

19/07/2024

Wishing our lovely Camilla a very Happy Birthday 🥳🥂🎉 we hope you have a fabulous weekend celebrating!! ###

12/07/2024

⚽ REAL PEOPLE ⚽ REAL STORIES ⚽ REAL SIMPLE

Although it's the Euro's not the World Cup - it still feels appropriate to introduce Louise - who was born on the same day that England won the World Cup back in 1966!!

Louise looks after our Client Reviews and has been with us since early 2023 bringing 25 years of experience in financial services.

Here's a couple of fun questions so you can get to know her a little bit better 😎

⚽ What do you love most about your job and why?

I love the people I work with they’re a great team. Sheena especially is so full of energy and positivity, and this rubs off on the rest of the team and spurs us on. Sheena has loads of ideas and plans for the future which helps keeps the team motivated.

⚽ How do you like to spend your free time outside of work?

I love reading, cooking and socialising with friends and family.

⚽ If you could swap roles with anyone in the company for a day, who would it be and why?

Sheena, I’d like to know how she keeps so upbeat 24/7

⚽ What’s a surprising skill or talent you have that isn’t related to your job?

I make great potato dauphinoise

⚽ What’s the most memorable project you’ve worked on here, and what made it stand out?

I have enjoyed learning the role as a member of the Partnership Support Staff. I especially like the learning and development training that is available and have achieved Gold level accreditation to date!

Thanks Louise! And GOOD LUCK ENGLAND!! 🏴󠁧󠁢󠁥󠁮󠁧󠁿🏴󠁧󠁢󠁥󠁮󠁧󠁿🏴󠁧󠁢󠁥󠁮󠁧󠁿

09/07/2024

👣 REAL PEOPLE 💕 REAL STORIES 💡 REAL SIMPLE

This is the lovely Camilla!

Camilla has worked for me for 6 years - some of that time she was my EA but is now a Trainee Paraplanner - having so much talent and support in my team is so important to our success as a business as well as being able to provide the most professional and consistent support for all of our Clients.

Camilla has answered a few fun questions so you can get to know her a little bit better 😎

If you could swap job roles for the day, who would it be and why? SHEENA! It would be a nice insight to sit with Clients face to face and discuss their plans for the future.

What's one interesting fact about you? I was a premature baby, born two months early and weighing only 3.3lbs 💛

What do you love the most about your job? Each day is different, we always have anew challenge!

All of our clients are important to all of us, and we each make sure we get to know you, your family & your needs. We’re always here to answer your questions and put your mind at ease.

Address

Lawrence House, Riverside Drive
Cleckheaton
BD194DH

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Telephone

+441422893531

Website

https://www.sheenadoherty.co.uk/

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