Rob Sutherland

Senior Partner @Sovereign Wealth Ltd

Loughborough, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2018 — Present

Senior Partner @Sovereign Wealth Ltd

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Loughborough, GB

I specialise in advising clients on their holistic wealth and financial planning needs, including helping them manage their investment and retirement planning and protection arrangements more effectively. I work with high net worth personal clients, along with entrepreneurs and business owners, helping them plan strategically for the future.I also help personal and business clients mitigate risk, using a comprehensive protection proposition. I help clients determine and establish adequate levels of assurance and appropriate kinds of cover, firstly to protect individuals and those who depend on them, but also to protect key individuals within a business to fund necessary changes in the business or its ownership.I frequently work alongside clients own solicitors and/or accountants and in this way, an appropriate solution can be found for any given situation.The distinctive proposition enables me to continue providing financial planning strategies and solutions to both corporate and personal clients. In turn, this allows me to continue delivering first class advice and superior ongoing service to all my clients, whilst at the same time offering clients access to an extensive range of first class products and services. If you feel you can benefit from my services, please contact me using the following details:Mobile - 07•••••••84E-mail - r••••••••@sjpp.co.uk

EDUCATION

2009 — 2011

Cranfield School of Management

Chartered Manager

2016 — 2016

Alliance Manchester Business School

Level 8 Diploma

1992 — 1996

Aldenham School

High School

2017 — 2017

Chartered Insurance Institute

DipPFS

2002 — 2005

Cranfield School of Management

Bachelor’s Degree, Business Management and Logistics

ABOUT ROB SUTHERLAND

A Senior Partner and a practical and successful senior leader with a wide breadth of…

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Rob Sutherland — Senior Partner at Sovereign Wealth Ltd in Loughborough, GB | Unifers