Sovereign Independent Financial Advisers Ltd - Bristol

Address: Unit 4, Sovereign Independent Financial Advisers Ltd, Midland Way, Thornbury Office Park, Midland Way, Thornbury, Bristol BS35 2BS, United Kingdom.
Phone: 1454416653.
Website: sovereign-ifa.co.uk
Specialties: Financial planner, Mortgage broker.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets.
Opinions: This company has 19 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Sovereign Independent Financial Advisers Ltd

☎️1454416653

⏰ Open Hours of Sovereign Independent Financial Advisers Ltd

Monday: 8:30 am–5 pm
Tuesday: 8:30 am–5 pm
Wednesday: 8:30 am–5 pm
Thursday: 8:30 am–5 pm
Friday: 8:30 am–12:30 pm
Saturday: Closed
Sunday: Closed

Sovereign Independent Financial Advisers Ltd, located at Unit 4, Midland Way, Thornbury Office Park, Midland Way, Thornbury, Bristol BS35 2BS, United Kingdom, is a renowned financial planning and mortgage brokerage firm. With a phone number of 1454416653 and website at sovereign-ifa.co.uk, they offer a wide range of financial services.

This company's specialties lie in financial planning and mortgage brokering. They provide expert advice to help clients make informed decisions about their financial future. Their team of experienced financial advisers is committed to understanding each client's unique financial goals and objectives, and then creating a tailored plan to help them achieve those goals.

Sovereign Independent Financial Advisers Ltd prides itself on its commitment to accessibility and convenience. They offer online appointments, on-site services, and a wheelchair-accessible car park, entrance, and toilet. Additionally, they have toilets available for all clients.

With 19 reviews on Google My Business, Sovereign Independent Financial Advisers Ltd has an average opinion of 4.9/5. This high rating is a testament to the company's exceptional customer service and expertise in the financial industry.

👍 Reviews of Sovereign Independent Financial Advisers Ltd

Sovereign Independent Financial Advisers Ltd - Bristol

John Foster

5/5

We’ve used Sovereign for over 10 years, and have been completely happy with the advice we receive.

Some years prior to retirement we asked for a full financial review of income, savings, investments etc, and found it well worth the money. James was very open about the cost involved - before we incurred any cost - and we found the analysis really helped us plan our future.

After retirement James picked up on some options we had overlooked and helped us plan a SIPP, giving us good advice about degrees of risk and then helping us find appropriate investments.

I would have no hesitation in recommending Sovereign. Not just knowledgeable people, but friendly, helpful and always seem to have our best interests at heart.

Richard Griffiths

5/5

I have been a client with Sovereign for over 20 years now, and find them a pleasure to deal with. The advice is relevant, personal and invaluable given the minefield which is personal finance.
James has always delivered on all commitments made within the agreed timescales, and I wouldn't hesitate to recommend him and Sovereign to anyone looking for expert independent financial advice.

Bob Spence

4/5

Went to Sovereign when I needed to implement a drawdown pension on my retirement a couple of years ago. I have since been extremely satisfied with the service and performance from the Sovereign team, and I find James a very personable and of a very easy going nature which makes me relaxed and in the right frame of mind when attending the offices. I would most certainly recommend them. Great value for money as well!

David Coombes

5/5

I have been a client of Sovereign IFA for many years. They are a very friendly, personable, approachable and thorough team of advisers. They have help guide us through the maze of Financial options available over the years and were instrumental in us achieving our Financial and Life goals. I would highly recommend them.

Giles Shepherd

5/5

Our family have used Sovereign for many years and are extremely grateful for their patience, understanding and high quality advice.

Mark has taken the time to really get to know us, so his advice is always very helpful and informative, and given in a professional and relaxed manner which works very well for us.

Martin Cole

5/5

James and his team at Sovereign are personable and professional, with deep industry knowledge. Always working hard to build and maintain trust. I would'nt hesitate to recommend their services.

John Haynes

5/5

James, my IFA, is always ready to answer any questions that I may have. He is readily available to answer any questions that I may have. He offers a number of alternatives and I never feel that he is trying to force a particular solution or product onto me. He is flexible in that he is always prepared to travel to my house rather than expect me to struggle across Bristol to attend his office. I can highly recommend him

Henry O

5/5

Highly recommended. Had a phone consultation and was given some useful financial advice in professional and friendly terms. However was told the matter was too simple for further work together at present. I appreciated the honesty, gave me a piece of "free" advice, as opposed to looking to create work for himself when not required. Would go back to them for anything else I need in future.