| Rob Sutherland

Leicester financial adviser

Financial Advisor Leicester With A Proven Track Record

We are proud of our past performance in the ever-changing financial landscape.

If you need to discuss your financial future or are looking for investment advice, then our Wealth Management Services are here for you and your family.

Our continued success has been built on the long term care of our clients.

If you would like access to professional financial services, then simply call 0116 2220372 or use our contact form to book your free consultation.

We are independent financial advisers and we have access to the best fund managers that consistently produce above-average results.

All our financial advisers are, professional, qualified and are logged onto the Financial Services Register managed by the Financial Conduct Authority.

Our Popular Financial Planning Services

My team and I pride ourselves on presenting our financial advice in a clear and easy to understand manner. No matter where you are in your financial life, we are here for you. Below are some of the typical services we provide.

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Financial Planning For The Year Ahead

Financial planning can not predict the future, but using historical data and having access to some of the UK’s leading Fund Managers, we can help put your financial situation on the right track. We always tailor our financial advice for all our clients to deliver the future they want. Through active management and regular reviews, we are able to keep your financial plan on track. For further information on our services, please click the button below and get in contact. Call 0116 2220372 to book an appointment.

Investment Planning

Your ideal investment strategy depends on many external factors, knowing your reasons for investing and your attitude to risk, we can give you the comprehensive financial advice you need. 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. To discuss your investments and your savings, click on the link below and book an appointment, or call 0116 2220372.
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retirement pension planning Leicester

Pensions/Retirement Planning

For some retirement is just around the corner but for others, it’s a long way away. No matter where you are, it is critical you get it right. My team and I will guide you through a full range of options such as self-invested pension plans, trustee schemes, retirement plans, drawdown plans and annuities. All our recommendations are tailored to your situation and are designed to deliver the retirement you want. Through maximising your pension fund, we can help your retirement plans match your retirement goals. A process we specialise in. To discuss your retirement plan, click on the link below to book an appointment, or call 0116 2220372.

Inheritance Tax

Through years of financial experience, our Leicester Financial Advisers are experts in minimising inheritance tax and Capital Gains, legally.

If you want to protect your estate and its assets and create legacy wealth that passes through multiple generations, then please book an appointment with our Capital Gains adviser, today.

Call 0116 2220372.

Protection Planning

Life consistently throughs unexpected events that if unprepared for can have a serious impact on you and your families wealth. We can help you weather the storm, through preparation, protection from excessive tax liabilities and shielding your income from the impact of illness.

Call 0116 2220372.

Corporate Services And Investments

Managing a business is extremely hard work but it’s important that your hard work pays off by creating financial security. You and your employees all rely on your business financial success, and taking steps to secure its finances is critical.

Partnering with us and becoming a client will help you achieve your business goals.

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Leicester banking mortgage and insurance

Banking and Mortgages

From finding a home for your everyday cash to seeking out some of the best interest rates for your mortgage, we take a close look at your financial circumstances and find the best accounts and service providers for your money. We can also introduce you to the best accountants. Your home may be repossessed if you do not keep up repayments on your mortgage. For sound business and mortgage solutions, get in touch today by calling 0116 2220372.

Independent Financial Advice

Rob Sutherland is Sovereign Wealth’s appointed representative to provide you with independent financial advice. He has a consistent track record and is authorised and regulated by the Financial Conduct Authority.

Financial Ombudsman

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial businesses aren’t able to resolve themselves. The Financial Ombudsman Service can be found at www.financial-ombudsman.org

GET IN TOUCH

0116 222 0372

Sovereign Wealth
22 The Bridle
Glen Parva
Leicester
LE2 9HQ