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.
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.
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.
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.
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.
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.
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