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 CMgr MSc DipPFS - Senior Wealth Management Consultant
As a Senior Wealth Manager and business owner, Rob Sutherland founded Sovereign Wealth in the Midlands to deliver a truly personalised Wealth Management service. 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 | 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-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.
We are committed to developing long-term relationships with our clients.
Initial Consultation
This is a face to face meeting, without obligation to you, at which we will discuss your personal and financial needs and objectives and collect information with regard to any existing financial arrangements that you have made. In addition we also spend time finding out about your own goals and objectives so we can ensure the solutions we develop on your behalf fit perfectly with your plans and aspirations.
Analysis and research
Following our initial meeting, we will conduct a comprehensive review of your existing arrangements in line with your stated objectives, in order to identify any areas where we feel that we can help you achieve your stated goals or where we believe we can add value to your existing arrangements.
Our research will also bear in mind the level of risk that you have stated that you wish to take, as many older arrangements may no longer be in line with your current objectives.
Recommendation and implementation
Once all the analysis and research is complete, we will meet with you to make our recommendations and to discuss the next steps in helping you achieve your financial goals and objectives.
We will then help you to implement these recommendations by overseeing the completion of any paperwork and then taking responsibility for the administration of the case, ensuring successful completion in a timely manner.
Ongoing Review
As all financial needs and objectives change over time, we believe that a fundamental part of effective wealth management is a face to face review of your arrangements.
The frequency of this review will be agreed with you at outset, but we believe that an annual face to face review should be considered a minimum requirement for all clients.
On an ongoing basis, we will provide you with regular updates as to the valuations of your portfolio and will also be available to respond to any enquiries that you make between these reviews.
Relationship-based advice
High-quality face-to-face advice (client-driven not product-driven).
Access to technical experts to support complex scenarios.
Bespoke solutions
Tailored to personal needs and flexible enough to adapt
to changing goals, aspirations and desires.
Ongoing advice and support tailored to your needs and lifestyle.
Guaranteed advice
St. James’s Place guarantees the suitability of the advice given by members of the
St. James’s Place Partnership 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 at www.sjp.co.uk/products
Get in touch.
Our team are ready to help, you can call us direct on 0116 2220372 or email us at the link below.
