At Sovereign, we are a team of chartered and independent financial planners, dedicated to helping our clients achieve their financial goals. Based in Thornbury, Bristol, we pride ourselves on our unique approach to financial planning. We understand that everyone's financial journey is different, which is why we take the time to get to know our clients personally, understanding their aspirations, concerns, and goals.
Our Services
We specialise in working with business owners, senior executives, and individuals approaching retirement. We believe that everyone deserves tailored financial advice that puts their needs first. Our services include:
- Delivering bespoke financial plans that are tailored to our clients' unique situations and goals
- Providing expert guidance on investment strategies and retirement planning
- Offering second opinions on existing investment portfolios to ensure our clients are on the right track
- Helping clients navigate complex financial products and jargon-free guidance
Why Choose Us
We are a team of highly qualified and experienced professionals who are committed to delivering outstanding service and support. We are proud to say that over 100% of our clients would recommend us to their friends and family. We are a firm that is both Chartered and Independent, which means that we have no obligations to any one provider of products. This allows us to offer bespoke recommendations from the entire market.
Meet the Team
Our team is made up of experienced and qualified professionals who are dedicated to delivering exceptional service. Our directors, James Marchant and Mark Hibbitt, are both Chartered Financial Planners and have a wealth of experience in the financial services industry. Our practice manager, Heidi Dann, is responsible for ensuring that our administrative processes run smoothly, and our senior client administrator, Lucinda Gilbert, is the first point of contact for many of our clients.
Our Accolades
We are proud to have received numerous awards and accolades for our work in the financial planning industry. However, it is our personal approach that really sets us apart. We believe in building long-term relationships with our clients and understand that everyone's financial journey is unique.
Join Us
We are always on the lookout for talented individuals to join our team. If you are passionate about delivering exceptional client service and have a keen eye for detail, we'd love to hear from you.
Exceptional Customer Service
The review highlights the exceptional customer service provided by Sovereign IFA Ltd. The team is described as personable, professional, and knowledgeable. Clients praise the advice they receive, saying it is sound, honest, and invaluable. The team's expertise in personal finance is particularly commended.
Availability and Flexibility
Many clients appreciate the advisers' availability and flexibility. They are willing to travel to clients' homes and explain complex issues simply. This personalized approach makes clients feel at ease and valued.
Professionalism and Trust
Clients express their trust and confidence in the advisers. They feel that the team always puts their interests at heart and provides expert, independent financial advice. The commitment to delivering on commitments within agreed timescales is also commended.
Value for Money
Several clients mention the great value for money they receive from Sovereign IFA Ltd. They appreciate the thoroughness and dedication of the team, which has helped them achieve their financial goals.
LONG-TERM RELATIONSHIPS
Many clients have been with Sovereign IFA Ltd. for several years, some even decades. This testifies to the strong relationships built between the team and their clients.
Exceptional Performance
Some clients experience exceptional performance from Sovereign IFA Ltd. during challenging times, such as the Covid-19 pandemic.
Summary
Sovereign IFA Ltd. provides exceptional customer service, expert advice, and personalized attention. The team's professionalism, trustworthiness, and value for money make them a highly recommended financial services provider.
