Our Team

Driven by excellent service

  • Richard McKeown – Chartered Fellow CISI, BA (Hons)

    Wealth Manager

    Richard has a strong background in financial services since 2008, both internationally in Hong Kong and Singapore as well as the UK. Having worked on both the banking and investor side of the fence, Richard can help you by advising on how you can best grow your wealth, whilst mitigating and managing any tax risk.

    The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

    The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is dependent on individual circumstances.

  • Gemma McKeown

    Office Manager

    Our office manager Gemma ensures that the business runs smoothly and efficiently on a day to day basis. Gemma prides herself in her proactive response and client servicing skills and will often be the direct point of contact ensuring you as a client are fully informed throughout. Gemma makes sure things are done on time and correctly.

Get in Touch

We would love to help you with any aspect of your financial planning, no matter where you are in life. 

If you would like to make an appointment with one of our Financial Advisers, please call on 0113 254 9666  or fill in the contact form and we’ll be in touch.

Contact

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.