Meet the Team

Callum

Financial Planner

Since joining Sovereign Wealth in 2011, I have experienced many clients’ stages of life and got to know them personally and their hobbies and interests.

I believe it is really important for a successful relationship to understand each other on a personal level as well as professional.

Outside of work, I am a very keen (obsessed) golfer. In 2022, I became a father to Charlie which naturally banished any dreams of professional golf from that point onwards! It did however allow me to experience the joys of parenthood and replace much of the golf with equally great experiences.

Having a son may someday allow me to pursue a career in professional golf through him, or he may even wish to join the family business as I did!

As I have reflected in recent years in the balance between work life and home life, it has allowed me to identify how the two can, at times, complement one another and shape who I am as an adviser.

Teaching myself new skills, whether it’s golf or to play musical instruments, has ingrained in me the virtues of dedication and practice. These are the same qualities I bring to our client relationships, helping you to craft the most effective financial plans. Like mastering a musical instrument, financial planning involves navigating challenges to reach rewarding outcomes where every piece fits together in harmony.

My love for the outdoors has taught me the importance of planning and adaptability—key elements that I apply in managing finances. Whether it’s a weekend trip to the Lake District or a more ambitious project like cycling the ‘Coast to Coast’ in 2013, effective planning that anticipates and adjusts to changing conditions is crucial.

Whilst at home, family is my foundation, and I understand that family dynamics deeply influence financial decisions. I have worked with diverse family structures and life stages, recognising that inclusive planning is essential. Just as my partner and I make decisions together, ensuring everyone is heard, I strive to provide balanced, comprehensive advice to every family member involved in our discussions.

Caitlin Booth

Personal Assistant

Caitlin is the heartbeat of both her home and the team at Sovereign Wealth in Doncaster: devoted mother to Charlie and cornerstone of support for Callum, managing his diary and administrative tasks with precision and care.

Since joining Sovereign Wealth in April 2023, after a period of maternity leave, Caitlin has brought her formidable organisational skills from her time at Doncaster Royal Infirmary directly into the bustling environment of our office. Her attention to detail ensures that every day runs smoothly, allowing Callum and the team to focus on providing the best service to our clients.

Her ability to manage challenges not only makes her an invaluable asset to our team but also a reassuring presence that our clients are in the most capable hands.

Away from the office, Charlie and her close-knit family, who are nearby, are a big part of Caitlin’s world.

Get in touch.

Our team is always ready to help, so call us direct on 01302 721 633 or fill out our enquiry form and we’ll contact you.

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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 www.sjp.co.uk/products. 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.