Not just another IFA. A planning partner with Real Investment Firepower.
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Bespoke financial planning for you, your family and your business, combined with two investment providers widely regarded as the best in their field.
The firepower behind your plan
Welcome to Sovereign Wealth.
Real expertise, a plan built entirely around you and a direct line to Rob, with the best tools on the market to put your plan into action.
Pacific Asset Management
Manages your investments day to day, across 18 kinds of investment, and can move them quickly when markets shift.
- Over £18.4bn managed for clients
- Equities, bonds, commodities, commercial property and more
Söderberg & Partners
The platform, research and technology behind your plan, so less paperwork and faster changes.
- £108bn funds under management
- Six countries. Established 2004, in the UK since 2024
How Sovereign Wealth is different
A direct line to Rob.
A typical advice firm
A call centre of changing faces
You are number in the queue
Sovereign Wealth
No call centre, no hand‑offs
You speak directly to your adviser, Rob, who built your plan and knows you inside out. Decisions are quicker and nothing gets lost along the way.
Dynamic multi-asset investing.
A typical advice firm
Mostly shares and bonds, from a fixed menu
The menu
Shares
Bonds
Sovereign Wealth
Far more than shares and bonds
Equities and bonds, plus commodities, futures, hedge funds and commercial property, with allocations adjusted as opportunities and risks emerge.
Your whole financial life, in one plan.
A typical advice firm
A standard plan, with your money in separate pots
PensionISAInvestmentsCashSovereign Wealth
Every pot planned and risk‑rated together
Your pensions, ISAs, investments, business assets and cash are planned and risk-rated together, so every decision is made with the full picture in view.
Less admin. Faster decisions.
A typical advice firm
Paperwork, posting and waiting
Awaiting signature…
Sovereign Wealth
Paper‑light, AI‑assisted service
Söderberg & Partners’ platform takes care of the admin, so changes happen quickly and your time with Rob is spent on decisions.
Done
Tailored fees, set out clearly.
A typical advice firm
Charges layered on charges
+ Platform charge+ Fund charges+ Transaction costs+ Advice feeCan reach 3% a year
Sovereign Wealth
Fewer layers, and every one shown
Your fees are tailored to you rather than taken from a standard tariff. Blending passive and active funds, for example 60% passive and 40% active, keeps costs lower, and every charge is set out before you decide.
Passive 60%Active 40%Fees tailored to you
Planning for every stage of life.
Whole-life planning for individuals, families and business owners, brought together in one plan.
Financial planningA clear picture of where you are, where you want to be and the steps to get there.
Investment planningFar more than shares and bonds, in a portfolio that can move when markets do.
Retirement planningPensions and income designed for the retirement you actually want.
Family protectionLife cover, critical illness, income protection and private medical insurance.
Business protectionKey person, directors’ life cover, shareholder and asset protection.
Legacy planningPassing on your wealth the way you intend, with careful thought on inheritance tax.
Corporate servicesBusiness protection, tax-efficient profits, staff benefits and your exit plan.
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Rob Sutherland
Director & Senior Founding Partner, Sovereign Wealth CMgr MSc DipPFS
Twenty years as a British Army officer. Operational tours in Afghanistan, Iraq, Bosnia, Kosovo and Syria. Leading teams where planning wasn’t optional and every detail mattered.
Rob now brings that same discipline to your wealth.
Read Rob’s story