
Robert Shirley
I am a director of Sovereign Asset Management Ltd and have spent over 30 years in the financial... | Sutton, England, United Kingdom
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Robert Shirley’s Emails [email protected]
Robert Shirley’s Phone Numbers 44345345****
Social Media
Robert Shirley’s Location Sutton, England, United Kingdom
Robert Shirley’s Expertise I am a director of Sovereign Asset Management Ltd and have spent over 30 years in the financial services industry. I started my career at TSB, followed by 14 years as a successful Senior Financial Adviser at Prudential. I co-founded Sovereign Asset Management in 2001 with the vision of providing personally tailored and exceptional service to each client. I have advanced qualifications in both Taxation and Trusts and Pensions. I specialise in supporting clients working within highly regulated industries, with a strong compliance-based framework, including a significant number of PwC Partners in More London, Embankment Place and Manchester. I am proficient at providing ongoing financial advice in line with all PwC’s compliance restrictions. I measure my success against the outstanding levels of satisfaction and regular recommendations made by my clients. I am married with 3 children and am a keen sports fan and enjoy cycling and keeping fit. I regularly put this fitness to the test by participating in charitable sporting events.
Robert Shirley’s Current Industry Sovereign Asset Management
Robert
Shirley’s Prior Industry
Tsb Bank
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Prudential Assurance
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Sovereign Asset Management
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Work Experience

Sovereign Asset Management
Financial Planner
Tue Dec 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Sovereign Asset Management
Director
Sun Apr 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Sovereign Asset Management
Owner
Mon Jan 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Prudential Assurance
Senior Financial Advisor
Tue Sep 01 1987 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Mar 01 2001 00:00:00 GMT+0000 (Coordinated Universal Time)
Tsb Bank
Various Roles
Fri Jan 01 1982 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Sep 01 1987 00:00:00 GMT+0000 (Coordinated Universal Time)