Sheena Doherty

Senior Wealth Management Consultant, Senior Wealth Mangement Consultant

07858799596

WIBN Groups

Biography

I am a Senior Wealth Management Consultant of Sovereign Wealth Private Clients and have over 25 years experience working with business owners, directors and professional individuals consulting on both personal and business financial challenges.
My aim is to provide a bespoke personalised service tailored to the client's specific individual needs, in the desired timescales with a focus on building a long-term relationship.
I work mainly through personal recommendations from existing clients and introductions from other professional services.
I have a team of employees based within Halifax that enable me to provide a very personal and bespoke service.
There are many areas of financial planning on which I can assist, the personal aspects cover; Succession planning, Inheritance Tax Planning, Investment Planning, Retirement Planning, Protection.
There are also many opportunities I can look at to help businesses run more efficiently, these cover; Business Profit Extraction, Business Liability Audit, Capital Gains Mitigation, Protection, Auto-Enrolment,
Financial planning can be complex at times, therefore my aim as a Senior Consultant is to present the necessary information to each client in a clear manner in order to ensure that each aspect is understood.