Sovereign Independent Financial Advisers Ltd
Thornbury, South Gloucestershire, United Kingdom
About Sovereign Independent Financial Advisers Ltd
Sovereign Independent Financial Advisers Ltd is a leading establishment in the finance industry, based in the heart of Thornbury, Bristol. Located at Unit 4, Thornbury Office Park on Midland Way, this point of interest is the go-to place for those seeking expert financial advice.
With years of experience in the field, Sovereign Independent Financial Advisers Ltd operates under the ethos of providing independent, impartial financial advice to clients from all walks of life. Whether you are a private individual, a small business owner, or a large corporation, their team of highly knowledgeable and skilled advisers will work tirelessly to understand your specific needs and tailor their services accordingly.
The institution's portfolio of services includes financial planning, investment management, pension planning, wealth management, inheritance tax planning, and retirement planning. The Sovereign Independent Financial Advisers Ltd team are experts in their field and have a deep understanding of the nuances of the finance industry so you can rest assured that you are getting the best advice possible.
The team at Sovereign Independent Financial Advisers Ltd is committed to making the process of financial management as simple and streamlined as possible for their clients. They take the time to understand each client's unique circumstances, goals, and risk tolerance, creating a personalized financial plan that will enable them to achieve their objectives.
If you are looking for a reliable, professional and dedicated financial adviser in the Bristol area, look no further than Sovereign Independent Financial Advisers Ltd. Contact them today to find out more about their services and how they can help you achieve your financial goals.
Photos of Sovereign Independent Financial Advisers Ltd
Unit 4, Thornbury Office Park, Midland Way, Thornbury, Bristol BS35 2BS, United Kingdom
Opening hours of Sovereign Independent Financial Advisers Ltd
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 12:30
Saturday:
Day off
Sunday:
Day off
Reviews of Sovereign Independent Financial Advisers Ltd
"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!"
"I have used Sovereign to advise me on my pensions and personal finances for many years now. I have found James and his team to be very professional in their approach but combined with the personal touch that reassures me that my specific personal situation is well understood and catered for. I would recommend them to anyone seeking personal financial advice. Especially in relation to pensions and retirement planning."
"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."
"I have been a client with Sovereign for over 20 years now, and find them a pleasure to deal with. The advice is relevant, personal and invaluable given the minefield which is personal finance. James has always delivered on all commitments made within the agreed timescales, and I wouldn't hesitate to recommend him and Sovereign to anyone looking for expert independent financial advice."
"We’ve used Sovereign for over 10 years, and have been completely happy with the advice we receive. Some years prior to retirement we asked for a full financial review of income, savings, investments etc, and found it well worth the money. James was very open about the cost involved - before we incurred any cost - and we found the analysis really helped us plan our future. After retirement James picked up on some options we had overlooked and helped us plan a SIPP, giving us good advice about degrees of risk and then helping us find appropriate investments. I would have no hesitation in recommending Sovereign. Not just knowledgeable people, but friendly, helpful and always seem to have our best interests at heart."
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