Rob Sutherland CMgr MSc DipPFS

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PENSION
TRANSFER

Financial Planning in the Midlands

Proven Pension Transfer Specialist You Can Trust

A Pension Transfer, which is Bespoke to Meet Individual and Family Needs.

My team and I have a wealth of experience in transferring pensions. Our recommendations are always tailored to your circumstances, ensuring your new pension is focused on delivering what you financially need in retirement.

When you transfer your pension with us, we will provide you with an Asset Preservation Trust, removing your pension fund from your Inheritance Tax Liability. 

Pension Taxation and Rules have Significantly Changed over the Last 5 Years.

So, it is worth your time booking a No-Obligation Consultation to ensure there are no surprises on retirement.

Our advice is regulated to ensure your best possible outcome in retirement.

The Pensions we offer, give you financial flexibility in retirement. A monthly income with the option to take out a large sum, if required.

My team can accurately model your financial future, allowing you to retire, knowing your pension is being expertly managed.

So, please click on the button below and book your consultation.

I look forward to speaking to you.

Book Your No Obligation Consultation - Now
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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

"Bespoke Planning for my Complex Life"


"Rob and his team provided excellent advice and put together a bespoke package of financial products which really suited our changing needs for both now and in the future. He fully understood the challenges of being a Major in the British Army and the pressures on my Family. The service was excellent and I would strongly recommend him."

Major Jennifer Payne RLCBristol
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, for free, to SJP 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!"

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
What our clients say

"A Trusted Professional"


"Rob and I have been working together for over two years and I would not trust anybody else with my clients. His ethos and unswerving dedication to his clients is beyond reproach. He puts them at the centre of everything he does and he has complimented our Mortgage Broking Business completely."

Jayson Wholey - DirectorCotswold Mortgage Advice Centre
What our clients say

"Retire in Confidence"


"I was concerned that my retirement would be a constant worry about running out of money, having enough to potentially pay care home fees and leaving my estate to the kids without giving any more to the Tax Man! Rob modelled the future in a simple, clear presentation and during each review shows us whether we are still on track. It removes the stress and guess work and allows us to retire in the knowledge that our funds are being monitored carefully for our future.”

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."

Eric HarvisonMarlow - Retired Business Owner
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ABOUT SOVEREIGN WEALTH

A leading Wealth Management and Financial Planning organisation with over 30 Advisers across the UK helping over 7,000 clients and managing over £1 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.

GET IN TOUCH

0116 222 0372

Sovereign Wealth
22 The Bridle
Glen Parva
Leicester
LE2 9HQ