Cookie Policy

Sovereign Independent Financial Advisers Ltd


We take your privacy very seriously and we ask that you read this privacy notice carefully as it contains important information on who we are, how and why we collect, store, use and share personal data, your rights in relation to your personal data and on how to contact us and supervisory authorities in the event you have a complaint.
Italicised words in this privacy notice have the meaning set out in the Glossary of Terms at the end of this document.
Who we are
Sovereign Independent Financial Advisers Ltd collects, uses and is responsible for certain personal data about you. When we do so we are required to comply with data protection regulation and we are responsible as a data controller of that personal data for the purposes of those laws.
When we mention “Sovereign”, “we”, “us” or “our” we are referring to Sovereign Independent Financial Advisers Ltd.
We are a company registered in England and Wales (4852639) whose registered office is at Elm House,10 Fountain Court, New Leaze, Bradley Stoke, Bristol, BS32 4LA. Sovereign Independent Financial Advisers Ltd is authorised and regulated by the Financial Conduct Authority. Our Financial Services Register number is 585249.
We provide you with financial advice, including mortgage and equity release advice.
The personal data we collect and use
In the course of providing our service to you we may collect the following personal data when you provide it to us:
• contact information
• identity information
• financial information
• employment status
• lifestyle information
• health information

What do our clients have to say?