Expert advice to help you succeed

With more than 25 years’ experience as a Wealth Manager I pride myself on offering professional, expert and ethical services, consulting on personal and business financial challenges.

Sheena Doherty

Senior Wealth Management Consultant

My Approach

A down to earth, common-sense approach.

I offer full holistic financial planning – this means we get to know you and your goals and concerns before recommending any services. Once I have a deep understanding I can create a financial plan that takes a long-term view and hones in on specific areas you may need solutions for, such as;

• Succession Planning
• Inheritance Tax Planning
• Investment Planning
• Retirement Planning
• Protection
• Tax planning

This financial plan is presented to you in a clear, jargon-free way. When you are happy, I then implement the services and products required.

I pride myself on having an extremely friendly and amicable approach – I really value relationships and enjoy getting to know my clients as people. Once you become a client this relationship is continually strengthened through regular reviews and support, to help keep your plan on track and adapt it to any changes in circumstance.

How I Help You

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Our team are ready to help, you can contact us on 01422 893531 or email us at the link below.


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 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.