Robert Shirley
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Robert Shirley is a highly experienced financial professional with over 30 years of experience in the financial services industry. He started his career at TSB and worked as a Senior Financial Adviser at Prudential. He co-founded Sovereign Asset Management in 2001, providing personalized and exceptional service to clients. With advanced qualifications in Taxation, Trusts, and Pensions, Robert specializes in supporting clients in highly regulated industries, with a strong compliance-based framework. He is proficient in providing ongoing financial advice and ensuring compliance with compliance restrictions. Robert is a married couple with 3 children and enjoys cycling and keeping fit through charitable sporting events.
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About
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.
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Owner
Director
Financial Services
Robert Shirley's Professional Milestones
- Director (2001-04-01~): Organized successful company events, fostering a culture of collaboration and optimizing resources.
- Owner (2001-01-01~): Expanding business operations to new markets and increasing market share.
Skill
Investments
Business Strategy
Strategic Financial Planning
Business Planning
Financial Services
Strategy
Management
Small Business
Asset Management
New Business Development
Business Development
Wealth Management
Start Ups
Retirement Planning
Financial Analysis
Portfolio Management
Financial Planning
Entrepreneurship
Due Diligence
Estate Planning
Management Consulting
Retirement
Financial Advisory
Certification
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Robert Shirley works for Sovereign Asset Management
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Robert Shirley works in the industry of Financial Services
Robert Shirley's colleagues are Emily Adamthwaite,Chris Moreton,Rose Evans
Robert Shirley's latest job experience is Owner at Sovereign Asset Management