We specialise in working with business owners, senior executives and people close to retirement. Chartered status is the 'gold standard' in financial planning. By working with a firm of Chartered Financial Planners, you can be confident that you will receive the best possible advice, service and support.
Peace of mind that you're already doing the right thing or that you understand what needs to change. Our accolades cement us as leading Financial Planners, but it's our personal approach that really sets us apart. Each of our highly-qualified and experienced Financial Planners work with a limited number of clients to ensure that we consistently deliver our bespoke financial planning service.
Peace of mind that you're already doing the right thing or that you understand what needs to change. Our accolades cement us as leading Financial Planners, but it's our personal approach that really sets us apart. Each of our highly-qualified and experienced Financial Planners work with a limited number of clients to ensure that we consistently deliver our bespoke financial planning service.
Services
We are a firm of Chartered, Independent Financial Planners based in Thornbury, north Bristol. Established in 1991, we have been serving the community for almost three decades. We love working with clients in the South West, but equally enjoy working with clients throughout the UK.
We offer tailored financial planning and mortgage advice to individuals and companies alike, helping you plan and prepare for a future that is driven by your aspirations.We ensure that your money is working hard to help you achieve all you want from life; we call this 'money with a purpose'. Both our highly-qualified Financial Planners and our dedicated support team are known for providing exceptional levels of service and support.
We offer tailored financial planning and mortgage advice to individuals and companies alike, helping you plan and prepare for a future that is driven by your aspirations.We ensure that your money is working hard to help you achieve all you want from life; we call this 'money with a purpose'. Both our highly-qualified Financial Planners and our dedicated support team are known for providing exceptional levels of service and support.
If you haven't already, you can find out more about our team by visiting our 'Meet the Team' page. As Financial Planners, we make sure that your money is working hard to help you achieve all you want from life; we call this 'money with a purpose'. We have received some noteworthy awards over the years, including the Top 100 Advice Firms award from Citywire's New Model Adviser.
Reviews (9)
Gary Stephens
Sep 18, 2021
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Suzie Wilkinson
Mar 20, 2021
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Henry O.
Feb 03, 2021
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Highly recommended. Had a phone consultation and was given some useful financial advice in professional and friendly terms. However was told the matter was too simple for further work together at present. I appreciated the honesty, gave me a piece of "free" advice, as opposed to looking to create work for himself when not required. Would go back to them for anything else I need in future.
Bob Spence
Dec 05, 2020
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Went to Sovereign when I needed to implement a drawdown pension on my retirement a couple of years ago. I have since been extremely satisfied with the service and performance from the Sovereign team, and I find James a very personable and of a very easy going nature which makes me relaxed and in the right frame of mind when attending the offices. I would most certainly recommend them. Great value for money as well!
Gerald Clarke
Dec 04, 2020
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We have been a customers of Sovereign Financial services since 1996 and Mark has been our financial advisor for at least the last decade. He has provided us with excellent advice concerning ISA’s and pensions particularly as we heading towards retirement in the not too distant future. He has been very professional throughout and his response to any queries always timely.
The value of good financial advice cannot be underestimated especial during downturns or when sorting out ones pension options.
The value of good financial advice cannot be underestimated especial during downturns or when sorting out ones pension options.
Bob Randall
Nov 04, 2020
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We have dealt with Mark Hibbitt for several years now and always feel that he gives us sound advice which is easy to understand and gives us the time we need to make considered decisions. Mark is very professional in his approach and has a clear dedication to providing financial advice. We have confidence in him and trust him to give us the correct guidance including in the current difficult Covid 19 times.
John Haynes
Oct 18, 2020
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James, my IFA, is always ready to answer any questions that I may have. He is readily available to answer any questions that I may have. He offers a number of alternatives and I never feel that he is trying to force a particular solution or product onto me. He is flexible in that he is always prepared to travel to my house rather than expect me to struggle across Bristol to attend his office. I can highly recommend him
Stephen Lightbown
Aug 23, 2020
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Positive: Professionalism, Quality, Responsiveness
I am incredibly grateful for the thoughtful and dedicated service I have received from Sovereign IFA Ltd. They went above and beyond in their support and in answering questions that I had. They have guided me through a process that has troubled me with care and attention and I am incredibly grateful for their professionalism.
I am incredibly grateful for the thoughtful and dedicated service I have received from Sovereign IFA Ltd. They went above and beyond in their support and in answering questions that I had. They have guided me through a process that has troubled me with care and attention and I am incredibly grateful for their professionalism.
Peter Turner
May 25, 2020
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We have been with Sovereign for many years commencing with my joining Science Systems ( a highly successful software and computer systems Company). The advice given by Sovereign in the commercial domain and that in our domestic domain, has been highly professional, friendly and has always provided confidence that our finances are in very good hands.
