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Grant Thornton Partner/Retired Partner service

Grant Thornton Partner/Retired Partner service

Grant Thornton has recently decided to cease offering financial planning advice for partners within the dedicated team based in Bristol.

To help Grant Thornton partners who previously used the service, Sovereign IFA has set up a bespoke service offering for partners with a highly competitive fee structure. This service is led by Mike Jeffery, a Chartered Financial Planner and former adviser within the Grant Thornton partner financial planning team between 2011 and 2018.

Mike joined Sovereign IFA at the start of this year. He very much enjoyed working at Grant Thornton, during which he developed the firms cashflow planning tool ‘Glimpse’ and was an annual award winner through the firm’s CLEARR recognition scheme. Mike worked with around 80 partners and retired partners during his time in the team, developing detailed knowledge of the reward package and expectations placed on partners.

Please find below a summary of what we can offer:

  • A truly independent financial planning service from a firm of established Chartered Financial Planners
  • Detailed knowledge of how the partners are paid, the benefits package, tax considerations and conflict of interest recording (GIS)
  • Experience of the Grant Thornton investment portfolios and existing pension and investment platforms used
  • A bespoke offering for partners with a highly competitive, discounted fee structure
  • Annual review meetings at your office/home and follow ups via Zoom
  • Assistance with completion of your GIS account

If you are interested in learning more about our offer, please email Mike mrj@sovereign-ifa.co.uk or call 01454 416 653.

What Mike’s clients say about him

“Mike engenders trust as a private financial adviser through strong interpersonal skills. He listens and is able to apply his depth of technical knowledge and experience to empathise and generate strong relationships. He gets to the core of what is important to each individual and is able to relate to each of us, one an experienced financial professional, the other very much a lay person in investment matters who places great store in his reassuring, calm and engaging manner. We are delighted to be back with him to keep us on track through our retirement years.”

John & Margaret Bowler

“It’s always a pleasure dealing with Mike. He understands both my needs and requirements, which he addresses on a timely basis. His advice has always been both totally independent and provided at a fair fee.”

David Fisher

 

 

What do our clients have to say?

I’ve worked for well over 20 years in financial services; in that time, you get to know the good guys from the bad. The Sovereign team have integrity, a caring attitude and all the planning skills to back it up. No hesitation in recommending them for your financial planning needs. 10/10. Paul Dean, Bristol
For once we weren’t bamboozled by ‘financial-speak’. I was impressed by the way the Sovereign team took pains to see that we were keeping abreast of matters: some of which are, to the uninitiated like Christine and me, rather difficult to follow at times. It is comforting to know that our money is in capable hands. Vince and Christine Robertson, Thornbury, Bristol
Many thanks indeed to the team at Sovereign. They have consistently given us excellent service and quality advice. They have always been flexible and have tailored their service to our changing needs. Mr and Mrs Latimer, Thornbury, Bristol
During my many years of association with the Sovereign team they have dealt with my wife and I in a most professional and courteous manner. Their ability to explain complex financial matters in a simple way has enabled us to make informed decisions and build up a successful investment portfolio. We have no hesitation in recommending Sovereign to friends and family. Indeed, my son and daughter are now clients. Stephen and Diane Haines, Thornbury, Bristol
Sovereign provide financial advice in a very different way to any other adviser I’ve experienced. Their total focus is about ‘the vision’ (not just mine, but my husband’s too) and absolutely not about policies. They have taken time to understand what we want to achieve and have provided observations, ideas and advice that have really focused our attention on how we can reach the end goal. Thanks to Sovereign, we have a clear view of what’s possible and what we need to do. We know they’ll be supporting us every step of the way. Lorraine Jones, Cleeve, North Somerset
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Message us

    Get in touch

    01454 416 653

    Sovereign IFA Ltd, Unit 4, Thornbury Office Park, Midland Way, Thornbury, Bristol, BS35 2BS

    Office opening hours:
    8.30am – 5.00pm Monday – Thursday
    8.30am – 12.30pm Friday