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