Rob Sutherland CMgr MSc DipPFS

ABOUT US

Working together to provide the best for our clients

Our team strive to provide the highest calibre of client servicing, whilst offering an unparalleled client experience that should give you the confidence that your individual and business future is safe in our hands.

rob sutherland the wealth manager

Rob Sutherland CMgr MSc DipPFS - Senior Wealth Management Consultant

As a Senior Wealth Manager Consultant of Sovereign Wealth, Rob Sutherland provides a truly personalised Wealth Management service to clients who are based in the Midlands.. He has built a strong team around him who can help Rob deliver first-class service to business owners, directors, corporates and professionals. He listens to your requirements and will aid you and your business to design the optimum solution for your needs.

As a Chartered Manager and with a Master’s in Business, Rob is ideally placed to apply theory and practical understanding to comprehensively review your business and personal requirements in order to develop a strategic plan for your future.

Previously Rob spent 20 years as a British Army Officer leading teams in hostile environments around the world including Afghanistan, Iraq, Bosnia, Kosovo, Syria, to name but a few. His attention to detail and strategic planning has proven invaluable when he plans for his clients future and Rob now acts as Branch Principal and Wealth Manager of Sovereign Wealth in the Midlands.

Rob places a strong emphasis on building lasting relationships with his clients. He excels in translating complicated financial planning into easy to digest advice and guidance.

He offers a no-obligation initial consultation and if he can’t help you, he will guide you to the people that can.

helen mather

Helen Mather | Practice Manager

Helen joined Sovereign Wealth in the Midlands, following a successful four years as an Office Manager in a small family run Wealth Management Company in Leicestershire.

Helen joined the team in July 2021 as Practice Manager, bringing a wealth of administration and business support to the team.

Helen began working with St. James’s Place in 2017 working within a small family practice, engaging in a variety of administrative roles. She was able to demonstrate a keen eye for detail and was quickly promoted to Office Manager. Her ability to interact with clients, understand complex technical issues and manage a busy and demanding client bank meant she was the ideal candidate to become the Practice Manager.

Helen provides comprehensive support, handling client queries and the day to day running of the practice, taking pride in the provision of excellent service for our valued clients

sherran fitz sawyer

Sherran Fitz-Sawyerr | Chartered Financial Planner

Sherran has worked in financial services for over 30 years.

She has a diverse portfolio of experience, working in both Private Practices to large multi-advisor firms.

Her technical training as a Chartered Paraplanner enables her to deal with the most complex of cases and her experience offers the Practice an invaluable degree of technical excellence.

She has worked with St. James's Place for the past seven years and fully understands their unique offering and how to maximise the benefits of partnering with a FTSE 100 company.

Get in touch.

Our team are ready to help, you can call us direct on 0116 2220372 or email us at the link below.

sovereign wealth managers

ABOUT SOVEREIGN WEALTH

A leading Wealth Management and Financial Planning organisation with over 50 Advisers across the UK helping over 10,000 clients and managing over £2 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.

Rob Sutherland is an Adviser of Sovereign Wealth Ltd.

Opening Times

Mon – Fri

9 am – 5 pm

Sat-Sun

Closed

GET IN TOUCH

0116 222 0372

Sovereign Wealth
22 The Bridle
Glen Parva
Leicester
LE2 9HQ