Rob Sutherland CMgr MSc DipPFS

A Specialist Financial Planning Service for Businesses

The Wheel below highlights some of the key functional areas of your business that we can assist you with. We will work with other professionals to help provide a holistic financial plan that will be adapted to meet your requirements now and into the future. 

*Exit strategies may include products and services that are separate and distinct to those offered by St. James’s Place and Sovereign Wealth.

We specialise in working with Business Owners, Directors and Senior Executives to help them achieve their goals through effective financial planning. 

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

How we help

A Specialist Service for Business Owners

Get in touch.

We work with many local business owners and directors in the Midlands, helping them and their families to become financially independent.

Whether you are a startup looking to scale or a seasoned business owner planning your next journey, we will take the time to understand your objectives and plan a course of action.

You can call us on 0116 222 0372  or email us at the link below.

Rob Sutherland is an Advisor of Sovereign Wealth Ltd.

sovereign wealth managers


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



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 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.


0116 222 0372

Sovereign Wealth
22 The Bridle
Glen Parva