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Second Opinion Service™


Many things affect the value of your investments. There are two things which are easy to control though:

  • The way you’re invested, and consequently the returns you receive
  • The amount you’re charged

We work with hundreds of clients and know too many investors, including those already taking financial advice, are getting below-average returns or paying excessive charges.

We’re on a mission to solve those problems. That’s why we’ve launched our Second Opinion Service™.

Have you ever thought?

“I don’t know how much I am paying in charges to my investment manager or financial adviser.”

“My investments seem to be losing money.”

“Am I’m taking too much risk with my investments?”

“I just don’t have the confidence that my money is being invested wisely.”

“I don’t understand how my money is invested.”

Then, our Second Opinion Service™ is for you.

How it works

We’ll start by analysing your existing pensions and investments to understand how they are performing and what you’re being charged.

Next, we’ll explain everything we’ve found out, so you better understand your investments, how they are performing and what you’re being charged.

We’ll then provide you with a report to give you:

  • A better understanding about how your investments are performing and what you’re charged
  • A comparison to show whether you are being charged too much and how the performance of your investments compares to the average
  • Alternative options which may reduce the charges you pay and, therefore, increase returns

Every journey, no matter how long, starts with a single step. So, to find out more about our Second Opinion Service™ complete the form below and we’ll get in touch.

Learn more about out Second Opinion Service™.

Complete the form below and we’ll get in touch:

    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