Sovereign I F A Ltd, Unit 4, Thornbury Office Park, Midland Way, Thornbury, Gloucestershire, Bristol, BS35 2BSMake an enquiry
We believe consumers 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. 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.
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.
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