Camilla Gough

Executive Personnel Assistant

Camilla joined Sovereign Wealth more than two years ago and works as Sheena Doherty’s Executive Personnel Assistant. Her main responsibility is focused on managing Sheena’s diary, organising meetings and appointments to ensure the office operates smoothly and efficiently.

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.

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

Julie Wood

Paraplanner

Julie started working for Sheena Doherty more than three years ago and absolutely loves it! During this time she successfully graduated from the St. James’s Place Paraplanner course, gaining her Financial Services Diploma.

Her role includes gaining an understanding and comparison of the client’s policies, enabling Sheena to recommend courses of action.  She also works to secure an understanding of clients’ tax implications if they take out, contribute to or cash-in investments.

Julie says she loves the role because she’s continuously learning and knows that clients’ needs are always at the forefront of everything the office does.

Beth Croad

Senior Administrator & Marketing Executive

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. Her role involves networking and she is part of the Women in Business monthly network meeting. She is also responsible for marketing campaigns, including tax year-end, brand awareness and social media.

Beth also looks after any protection cases within the business. This includes completing application forms with clients and assisting the completion of trust forms and documentation.

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