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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Senior executives

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Professional advisers

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We are...

Award-winning

Community-focused

Investing in the future

James Marchant

Director & Financial Planner

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Mark Hibbitt

Director & Chartered Financial Planner

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Sally Parr

Marketing & Events Co-Ordinator

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Sue Wilson

Chartered Financial Planner

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Heidi Dann

Practice Manager

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Paul Ewins

Lending Specialist

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Lucinda Gilbert

Senior Client Administrator

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Graham McCausland

Senior Consultant

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Kim Coles

Technical Administrator

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Fiona Lewis

Client Administrator

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Oli Murray-Brown

Client Administrator

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Join us

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!

Meet the team
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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.