Our Team

Dedicated to your success

Who you choose to look after your financial affairs is a very important decision and one that you need to be sure about. Meet the team behind Sovereign Financial Partners here.

  • Charles Mardon

    Managing Director

    As a Director of Sovereign Financial Partners, I oversee the effective running of the business, working closely with the management and administration team.

    I founded Sovereign Wealth LLP in 2007 and we acquired Sovereign Money Matters Limited in 2012. Following a number of new business acquisitions, we formally rebranded the business to Sovereign Financial Partners Limited with effect from 1st August 2020.

    I believe that every client has individual needs and requirements; we ensure that we tailor any recommendations to provide bespoke portfolio management solutions, working alongside clients’ own solicitors and/or accountants where required.

  • Janette Mardon | Bsc (Hons) BA (Hons)

    Commercial Director

    Janette is proud to have co-founded Sovereign Wealth and currently works as the Commercial Director for Sovereign Financial Partners. With almost 20 years’ experience within the Financial Services industry, she remains passionate about driving the business forward with innovative products and services, and a strong focus on client service.

    Fostering a positive culture within the business is key to Janette’s role, leading and developing a team that is driven by their desire to give excellent service, ensuring that clients find bespoke solutions to their financial needs.

    Overseeing business strategy and services, Janette is driven to ensure each staff member and adviser has the tools available to adapt their service to an individual client’s needs.

  • Paul Hursthouse

    Group Operations Director

    Paul has 20 years of operational experience in wealth management, across a wide range of business models and scale, at senior management and board level. He holds an economics degree from Durham University.

    He has held senior positions in; regional IFA, discretionary fund management, vertically integrated, private equity backed and publicly listed firms, during the course of his career to date.

    The Group Operations Director role is a strategic appointment to support the business in achieving its ambitious vision and business plan aims.

    Key responsibilities include devising, communicating and implementing the strategic business plan and improving efficiencies in processes and improving the productivity of staff, ensuring exceptional client outcomes are at the heart of everything we do.

  • John Hayden

    Recruitment and Acquisitions Director

    My focus is providing a first-class consultancy service to Financial Services businesses in the UK with a key focus on Mergers and Acquisitions.

    I also provide consultancy services for Recruitment, Marketing, Sales and Operations based on 35 years in the sector and a dozen key Board and Director positions at most of the leading FS Networks and IFA’s over the last three decades.

    As an experienced financial services professional with a wealth of experience in proposition development, marketing, sales and recruitment and a founding director of two major networks and CEO of independent adviser firm, I am pleased to be working alongside Sovereign Financial Partners and Sovereign Wealth based in West Yorkshire.

    My focus is the recruitment of quality Advisers and profitable IFA Businesses to the group.

    I’m a keen sportsman and marathon runner. I have raised over £20,000 for Macmillan, local children’s hospice and National Star Centre.

  • Kevin Grogan

    Compliance Director

    Kevin joined Sovereign Financial Partners as Compliance Director in October 2018 having previously worked in Compliance and Training & Competence roles with Brown Shipley, Tilney, Towry and Edward Jones.  

    An experienced compliance professional, Kevin is a degree qualified director with leadership experience gained in the aerospace, telecommunications, financial services and volunteer sectors.

    In his spare time Kevin participates in fell and ultra-marathon running events with his partner, Jackie, and daughter, Heather.

  • Daniel Holmes

    Financial Consultant

    Calling upon over 25 years’ experience, Daniel provides holistic goal-based financial advice.

    Daniel helps his clients:
    – Understand the financial opportunities available to them
    – Mitigate financial risks and tax liabilities
    – Achieve the financial future they aspire to (for themselves and their family)

    Daniel prides himself on never “selling” solutions, providing the wealth of his experience to the benefit of clients enabling them to feel in-control.

  • Emma Parker

    Adviser

    Emma has worked in Financial Services for 20 years and has a wealth of knowledge and experience. She prides herself on providing, Jargon Free Financial Advice.

    Emma is passionate about building long term, client relationships built on trust and integrity. She ensures her clients benefit from her ongoing service and support.

    In her spare time, Emma enjoys long walks with her Dachshund, Frank!

  • Samantha Lowe

    Team Leader

    Sam has worked in Financial Services for over 25 years across various companies in different capacities from Administration, Sales Support, Paraplanning and Office Management along with being a Mortgage Adviser for 4 years.

    Sam has just completed the Couch to 5K program and is looking at hopefully completing a half marathon next year for charity.  Sam is an avid tennis fan and was fortunate to win centre court tickets for Wimbledon last year which was an unforgettable experience.

  • Julie Bolton

    Administration

    Julie is a Senior Administrator, she  provides administrative support to our advisers. Julie also  provides clients with updated valuations and case progress.

    Julie has considerable experience in this area and has been working with Sovereign Money Matters since 2006.

    In her spare time Julie enjoys socialising with friends and trying to keep fit by going to her local gym. 

  • Sarah Burton

    Administrator

    Sarah is a Senior Accounts Administrator. She was a paraplanner for an IFA for 10 years before the business was acquired by Sovereign in 2016. 

    Sarah is a local having been born and bred in Doncaster.

    She likes to do craft projects in her spare time when not number crunching for the business.

  • Heather Stockton

    Paraplanner

    Heather has worked in Financial Services for over 20 years, starting as a Customer Services advisor and working her way up to be a Paraplanner 12 years ago.

    When not working, Heather enjoys making  hand-made gifts and walking her little Westie, Lola.

Copyright © 2020 Sovereign Financial Partners – All Rights Reserved.

Company registration 12465188.

Sovereign Financial Partners is a trading name of Sovereign Money Matters Ltd, registered number 08287674. Sovereign Money Matters Ltd is authorised by the FCA, reference 599883.

The Financial Conduct Authority does not regulate Inheritance Tax Planning and Estate Planning Services.

The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

Should you have cause to complain and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows: The Financial Ombudsman Service Exchange Tower, London, E14 9SR Tel: 0800 023 4567 or 0300 123 9 123 www.financial-ombudsman.org.uk