Sovereign Independent Financial Advisers Limited

Independent Financial Adviser  Sovereign I F A Ltd, Unit 4, Gloucestershire, Bristol, BS35 2BS
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FCA authorised
Last authorised 20th September 2021
Worried about how your business and retirement plans will be affected by the Covid-19 crisis? We're here to help. We're Chartered Financial Planners, providing independent financial advice to people in Thornbury, Bristol and the surrounding area.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MR James Marchant DipFA MIFS
Director & Financial Planner
MR Mark Hibbitt BA (Hons) Dip PFS
Director & Chartered Financial Planner
About us

We believe you should ideally choose to work with financial planners who are both:

1. Chartered
2. Independent

We tick both boxes; we are both Chartered and Independent.

We are also specialists, working with three groups of people:

1. People approaching retirement

Everyone’s retirement objectives are different. We’ll help you understand what you want and then put a plan in place to achieve it. We will also help you understand how Covid-19 has affected your retirement plans and put them back on track if necessary.

2. Business owners

As business owners, we understand the pressures, excitement, frustrations and challenges that owning a business brings; especially now during the current pandemic. We’ll be by your side to help you ensure you meet both your personal and business goals

3. Senior executives

In our experience, many senior executives are concerned about balancing living for today and planning for the future. We can help you achieve that balance and understand how Covid-19 might have affected your future plans.

We will guide you every step of the way: from solving your current financial challenges to securing a happy and fulfilling retirement.

Our services

There are many things which separate us from other firms, including:

We are Chartered: The ‘gold standard’ of financial planning, our Chartered status means we have proved a higher than average level of knowledge and adhere to a code of ethics.

We are financial planners: We focus on you and not your money. We’ll spend time understanding your current financial problems and aspirations, then develop a plan solve the former and achieve the latter.

We are independent: When we implement your financial plan our status as Independent Financial Advisers allows us to select products from the whole of the market.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Sovereign I F A Ltd, Unit 4, Thornbury Office Park, Midland Way, Thornbury, Gloucestershire, Bristol, BS9 3DP

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