robsunderland

Rob Sunderland

DipPFS
I appreciate that you are unique, with your own financial ideals, which is why I will tailor the services and recommendations that I make specifically to you. I do not provide off-the-shelf (or off-the-web) solutions, but offer you the benefit of a single relationship to meet all your financial needs.

About

I have devoted my working life, now spanning in excess of 20 years, to helping others make the most of their money and realise their financial goals. Over the years, I have worked for some of the most recognised High Street banks, gaining numerous qualifications, including The Chartered Insurance Institute’s Diploma in Financial Planning, along the way.

In 2012, I recognised that I could provide clients with a better service and the best possible advice by setting up my own business, becoming a Partner of St. James's Place as part of the process. Now, I focus on promoting the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.

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St. James's Place Guarantee

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.

SJP Approved 08/10/2024

The Partner 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. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.