Camilla Gough

Paraplanner

Camilla joined Sovereign Wealth five years ago and works as Sheena Doherty’s Executive Personal Assistant. More recently Camilla has also become Sheena’s Trainee Paraplanner. Her responsibilities include managing Sheena’s diary, looking after new and existing clients and comparing polices clients hold with third party providers to enable Sheena to give recommendations.

Camilla prides herself on clear communication and is responsible for office correspondence and helping to facilitate effective liaison with clients. This includes handling telephone calls and helping to organise and facilitate client events throughout the year.

During her free time, she enjoys keeping fit through running and socialising with her family and friends.

Beth Croad

Office Manager

Beth joined Sovereign Wealth in May 2015 in a part-time role whilst studying for her Business Management Degree at The University of Huddersfield. She became a full-time team member after graduating in 2017.

Beth is our Office Manager and in 2023 she completed her Level 4 Diploma in Regulated Financial Planning. Beth’s role involves overseeing the day to day running of the business, leading and developing the team. Beth loves mathematical challenges and problem solving.    

In her free time, Beth enjoys going to the gym, running, going on holiday and socialising with friends.

Harry Doherty

Administrator

Harry has recently joined the team after graduating from York St John University where he studied Business Management. Harry has joined the team initially in a administration role, this is to provide him with the necessary skills and knowledge for him to take forward in his career. Harry role in the office involves communicating directly with clients and businesses, gathering information and organising meetings and appointments. He also shadows Sheena during appointments to increase his knowledge in the financial world, with the aim of becoming a qualified financial advisor in 2025.  

Harry prides himself on his dedication and commitment to his role, taking every opportunity he can to further his knowledge and understanding of the industry. His willingness to ask questions and drive to learn as much as he can is placing on the correct path for further development in this business.

During his free time, Harry enjoys anything fitness related. This is from going to the gym, playing sports such as rugby or golf, to walking Oakley his dog.

Louise Rhodes

Administrator

Louise joined Sovereign Wealth in April 2023 on a part-time basis as a member of the partnership support staff.  Her main responsibility is focused on handling administrative tasks related to client accounts, including processing paperwork, maintaining accurate records, and managing documentation for compliance purposes.

Louise has a background in financial services having worked for Halifax plc for over 20 years in various roles.

During her free time, she enjoys cooking and reading and socialising with her family and friends.