Chartered & Independent

We are proud to be a firm that is both Chartered and Independent.

Chartered status is the ‘gold standard’ in financial planning. By working with a firm of Chartered Financial Planners, you can be confident that you will receive the best possible advice, service and support.

Being Independent, we are able to offer bespoke recommendations from the entire market. This means that we have no obligations to any one provider of products. Instead, we work for you.

The Chartered edge
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Who we work with

We typically work with people who are:

Approaching retirement

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Business owners

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Experiencing change

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Professional advisers

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Delivering peace of mind

Are you worried about your investments? Are you concerned that you’re paying too much in fees? Do you have doubts that your current adviser is doing the right thing?

Our Second Opinion Service™ is here to help.

The service does exactly what it say’s on the tin. We’ll charge a fixed fee to review your existing investments and give you a second opinion.

The result? Peace of mind that you’re already doing the right thing or that you understand what needs to change.

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James Marchant

Director & Financial Planner

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Mark Hibbitt

Director & Chartered Financial Planner

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Heidi Dann

Practice Manager

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Lucinda Gilbert

Senior Client Administrator

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Our current vacancies

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Your team

Our accolades cement us as leading Financial Planners, but it’s our personal approach that really sets us apart.

Each of our highly-qualified and experienced Financial Planners work with a limited number of clients to ensure that we consistently deliver our bespoke financial planning service. We are known for providing outstanding service and support, which results in almost all our clients coming to us through referrals from the people we work with.

Between them, our friendly support team also have many years’ experience. They will usually be your first point of contact with Sovereign. Don’t be surprised if they recognise your voice when you ring; we like the personal touch!

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We come highly recommended

Our clients rate the overall Sovereign experience as 9/10. We're working on making that 10!

100% of Sovereign clients would recommend us to family, friends or work colleagues.

100% of Sovereign clients believe working with us has helped them achieve their financial goals.

Sovereign Independent Financial Advisers Limited profile