Sovereign Independent Financial Advisers Limited

Independent Financial Adviser Sovereign I F A Ltd, Unit 4, Thornbury Office Park, Midland Way, Thornbury, Gloucestershire, Bristol, BS35 2BS
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
12th August 2019
We are Chartered Financial Planners in Thornbury, Bristol, providing independent financial advice to people approaching retirement, business owners and senior-executives.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Equity release
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Mark Hibbitt BA (Hons) Dip PFS
Director & Chartered Financial Planner
Sue Wilson APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
James Marchant DipFA MIFS
Director & Financial Planner
Mike Jeffery
Chartered Financial Planner
Graham McCausland Dip PFS, Cert Cii(MP & ER)
Senior Consultant
What our clients say
We are so pleased to have found James. We wanted our pensions sorted and we got a lot more back in return. His advice on all financial matters is passioned, balanced and trusting. We recommend James highly.
RICHARD AND KATERINA SEERY, YATE
Over the years I have dealt with a number of financial advisers, but I can say with complete honesty that Mark is easily the best I have ever met. He is extremely professional and reliable, knows his stuff and is a genuinely nice person. I can’t recommend him highly enough.
RORY GEAR, LECHLADE, GLOUCESTERSHIRE
Mark is a highly dependable, knowledgeable and trustworthy individual. His recommendations are always thought out and tailored to the circumstances. Also, his approach of guiding you along the decision-making process rather than trying to force a decision upon you is one I value highly.
MARK BOSTON, KINGSTON-UPON-THAMES, SURREY
Where to find us

Sovereign I F A Ltd, Unit 4, Thornbury Office Park, Midland Way, Thornbury, Gloucestershire, Bristol, BS35 2BS

Make an enquiry
About us

We believe consumers 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. Whatever your aspirations may be, preparing well for retirement requires careful planning. We’ll help you understand what you want and then put a plan in place to achieve it.

2. Business owners

We are business owners too. We understand the pressures, excitement, frustrations and challenges that owning a business brings; it’s why we believe we can help you. With so much to juggle, business owners have little time to focus on their own personal finances. We’ll provide that focus to ensure you meet both your personal and business goals.

3. Senior executives

Retirement may well be 10-20 years away. However, in our experience, many senior executives are concerned about striking a balance between living for today and planning for the future.

With our expert help, we will guide you every step of the way: from solving your current financial challenges to securing a happy and fulfilling lifestyle to enjoy in 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.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Compliance

Sovereign IFA Limited is authorised and regulated by the Financial Conduct Authority. Company number: 4852639. Registered Office: Sovereign IFA Limited, C/O Blenheim, Elm House, 10 Fountain Court, New Leaze, Bradley Stoke, Bristol, BS32 4LA. Registered number 4852639.

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