Rob Shirley DipPFS

Director and Financial Planner

Rob is a Financial Planner and Director of Sovereign Asset Management. He has worked in Financial Services since 1982 and co-founded Sovereign Asset Management in 2001. Rob is a member of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).

All Financial Planners require a Diploma in Financial Planning to provide advice. Rob also holds the following Advanced Financial Planning Papers:

  • Taxation and trusts
  • Pensions.