Wealth Manager

We are powering your and your family's freedom and future through our proven financial services, from retirement planning, banking services to investments. Our wealth management advice service combines the benefits of both financial planning and investment management expertise.

Tailored Wealth Management

A Tailor-made Service for both Individuals and Businesses.

I fully understand that you want to make sound financial decisions to secure the best possible future for you and your loved ones. I take the time to listen to you and then build a tailored solution designed to align with your aspirations and financial goals.

It isn’t the amount of wealth that matters most; it’s what you do with it that counts.

Your goals and aspirations will constantly change throughout your life and therefore so must your financial planning. I will help you build and then modify these plans to ensure you have a roadmap that works for you, your family and/or business for the months and years ahead. 

intergenerational financial planning by our wealth managers

Explore Our Wealth Management Services

Business Owners

Business owners have two key responsibilities. Firstly, to ensure their business is financially stable and there is a good exit or succession plan. Secondly, they need to ensure that their Business strategy supports their strategy at home for the family and their future.

We will help build a financial plan that will support your Business and Personal life. Exit strategies may include the referral to separate and distinct services from those offered by St. James's Place.

Professionals

Whether you are starting out on your corporate journey or are approaching retirement, you will be focused on your career. Often Financial Planning for the future is one of the jobs that struggles to reach the top of the list in your busy life—allowing a professional team to advise you and keep your future in check.

We will work with you to help your efforts turn into financial security.

Approaching Retirement

Whatever your retirement dream looks like, we help you build a financial plan that supports it. We can make you a bespoke financial model based on your current and future assets and liabilities to show you what we expect your future financial situation to look like.

You can then relax knowing your financial plan is working hard towards allowing you to retire in the comfort you want and at a time of your choosing.

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Why Choose Sovereign Wealth?

Personal service with a modern approach.

You deserve the best; that’s what we strive to deliver. We are a well-established business with a large and loyal client base, but we don’t rest on our laurels. Continued investment in technology, training and knowledge keeps us at the forefront of the wealth management industry. It means our clients trust us to manage their wealth with care and attention.

Award Winning Investment Managers

We Are leading the way in wealth creation
We are a Principal Partner Practice of St. James's Place Wealth Management, an FTSE100 business and one of the leading investment management company's in the UK. St. James's Place has received regular recognition for its work, such as Wealth Management Company of the Year at the City of London Wealth Management Awards in 2020.

Established

A fast growing business with a proven track record
With a decade of success under our belt, we now help over 7,000 clients with over £1.3 billion of funds under management and have a network of over 30 (wealth management offices) expert advisers around the UK.

Certified

Driven to achieve the highest standards in our industry
We are committed to achieving the highest standards; all our advisers have a programme of professional development through leading certifiers such as the Personal Finance Society and the Chartered Insurance Institute.

Take Control of Your Financial Portfolio With Our Investment Management Services

Your Advice Guarantee

One of our top priorities; as a client of Sovereign Wealth in the Midlands, you are covered by the St. James's Place Advice Guarantee.

As a Principal Partner Practice with St. James's Place Wealth Management, you benefit from our service backed by an FTSE 100 company who guarantees the suitability of the advice given by Advisers when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group's website.

Our team are ready to help, for a No-Obligation meeting call us directly on 0116 2220372 or email us at the link below.

What's The Difference Between Wealth Managers And Financial Advisors?

A wealth manager provides a holistic approach to financial planning. A financial adviser may only provide investment advice. In contrast, a wealth manager offers a more comprehensive service by considering all aspects of your financial situation and may work with third parties to provide legal services such as writing a will and giving advice on the suitability of a mortgage.

investable assets

Rob Sutherland is an Adviser of Sovereign Wealth Ltd.

Sovereign Wealth
22 The Bridle
Glen Parva
Leicester
LE2 9HQ

Opening Times

Mon – Fri

9 am – 5 pm

Sat-Sun

Closed

sovereign wealth managers

ABOUT SOVEREIGN WEALTH

A leading Wealth Management and Financial Planning organisation with over 30 Advisers across the UK helping over 7,000 clients and managing over £1 billion of funds.

Together We’ll Prosper

INFORMATION

LINKS

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 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.