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Who we work with

Approaching retirement

Everyone’s retirement objectives are different: you might want to travel, spend more time with family or start a new venture. Whatever your aspirations may be, preparing well for retirement requires careful planning.

As we move towards this next stage of our lives, we begin to properly assess how we can maximise our money for retirement. But where to start?

If you’re hoping to retire in the next 10 years or even sooner, you’re probably looking for guidance, reassurance and answers to your questions: how much is enough? When can I afford to retire? Will I be able to do all the things I wanted to?

With our expert help, we will guide you every step of the way: from now through to the day you retire, as well as the years beyond.

Learn more about how we help people approaching retirement

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Here’s what we do:

  • We take time to understand not only your current financial challenges, but also your aspirations, objectives and desired retirement lifestyle. Our first meeting is all about you, not your money.
  • We review your existing pensions, savings and investments, making sense of your current financial situation and what it means for your future.
  • We show you how your existing assets, and the new Pension Freedom rules, can be used to help you retire early.
  • We help you reduce the amount of money paid in Inheritance Tax (IHT) when you die, enabling you to leave a legacy for the people you care about.
  • We make recommendations and build a plan that will act as a step-by-step guide to achieving your objectives.
  • We work with you on an ongoing basis, through to retirement and beyond, to ensure you have the best possible chance of staying on track to meet your objectives.

Working with us will equip you with confidence for the next chapter of your life. Not only will you feel more informed about your current financial situation, but retirement will become a secure, realistic and exciting prospect.

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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    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