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.

Ella Midgley

Wealth Management Consultant

Ella joined St. James’s Place in August 2018 and has been working alongside Sheena since September 2024. As a Wealth Management Consultant, Ella focuses on helping clients make the most of their finances by providing clear, personalised advice across pensions, investments, and protection. Ella is particularly passionate about ensuring money is invested as tax efficiently as possible, helping clients to grow and safeguard their wealth with confidence

Her approach centres on understanding what truly matters to each individual – whether that’s preparing for retirement, funding education, protecting their family or simply achieving greater peace of mind. From there, Ella builds a practical financial plan tailored to each client’s goals and longterm aspirations.

Ultimately, Ella’s aim is not just to manage money, but to add meaningful value to people’s lives by giving them clarity, confidence, and a roadmap that helps turn their financial ambitions into reality.

Julie Wood

Wealth Management Consultant

With a strong background in banking and finance, Julie brings a wealth of experience and a practical, down-to-earth approach to financial planning. She first had the pleasure of working for Sheena in 2016 , building on a career that has been centred around understanding people and helping them make confident financial decisions.
 
Julie is passionate about working closely with clients, taking the time to truly understand what matters most to them. Whether it’s planning for the future, supporting their family, or simply achieving peace of mind, and believes every financial plan should be as individual as the person it’s created for.
 
Drawing on Julie’s experience within the finance and banking industry, including her previous role here at Sovereign Wealth Cleckheaton as our Principal Paraplanner, Julie can combine technical knowledge with real-world insight to deliver thoughtful, high-quality advice. She treats her clients with the same care and consideration as she would her own family, ensuring they always feel supported and understood.
 
Outside of work, Julie is a proud mum of two teenage daughters, which gives an even deeper appreciation for the importance of planning ahead and creating a secure future.

Camilla Gough

Paraplanner

Camilla joined Sovereign Wealth in 2018 as Personal Assistant to Sheena Doherty. She has since expanded her role to become Sheena’s Paraplanner, supporting with research, policy comparisons and the preparation of tailored recommendations for clients. She also creates Voyant cashflow presentations, a powerful financial forecasting tool that helps bring clients’ plans to life.
Camilla plays a key role with both new and existing clients offering clear, friendly communication and supports telephone enquiries.

Outside of work, Camilla enjoys keeping active through running and regular gym sessions. She enjoys weekends in the Yorkshire Dales and the Lake District, going for long walks and spending quality time with family and friends, especially when it involves a holiday abroad.

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.