Rob Sutherland CMgr MSc DipPFS

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Testimonials

The views of our Clients…

We are always after feedback in order to improve our service. These are just some of the comments our clients offered up…
What our clients say

"Excellent Service for NHS Staff"


"I work as a GP in a busy Practice and have little time to dedicate to, or to be honest interest in, managing my finances. However, I do recognise the importance of shrewd financial planning. I really value the advice and guidance that Rob has been able to provide in relation to my professional, private and pension issues. He has conducted briefings, at my request, to the other colleagues on Pension & Investment Planning and has a fantastic knowledge of the NHS Pension Scheme. Rob maintains situational awareness of the financial markets on my behalf and delivers clear, concise and timely updates to suit my busy lifestyle. Nothing is too much trouble. If you are a medical professional, Rob is the ideal person to provide you with the advice you really need."

Dr Jaren MabbottNottingham
What our clients say

"Exceeded all of my expectations"


"I run a Soft Tissue Therapy Business as a Sole Trader and Rob has been advising me from the very start. He has introduced me to a number of fellow professionals that have been invaluable in the development of my business and my Company has thrived following his help and guidance. We have discussed future planning and financial resilience, so important in the current climate, and I have set up pension, insurance and investment protection to safeguard my business and my family into the future. Rob’s advice has been absolutely invaluable, Thank you."

Alexandra MCotgrave
What our clients say

"A Business Owners Dream!"


"I own several Companies and have complex structures with multiple pensions. Rob has managed to simplify my portfolio and has designed a useable plan for managing my business and personal assets moving forward. Transferring my pensions, to St James's Place has proved invaluable especially in the recent market crashes during the COVID crisis. A great team of people at Sovereign Wealth and backed up by a FTSE100 Company has given me real confidence. Good job guys!"

Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.

Robin McCallumDirector - Lincolnshire
What our clients say

"Jargon Free Advice for Doctors"


"I am a Doctor in the RAF and have been a client of Rob’s for several years. He understands the Government Pension schemes intimately and has been amazing at highlighting the key opportunities and areas of concern for my future. Rob breaks down the jargon and turns complex topics into easy to digest, bite-sized pieces. If you work in any Public Sector job and have concerns about your pension, then Rob is the person to speak to. "

Squadron Leader Katy WilliamsDoctor - Coningsby
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Get in touch

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

Contact

Rob Sutherland is an Advisor of Sovereign Wealth Ltd.

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

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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.

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0116 222 0372

Sovereign Wealth
22 The Bridle
Glen Parva
Leicester
LE2 9HQ