Grant Thornton Partner/Retired Partner service

Grant Thornton Partner/Retired Partner service

Grant Thornton has recently decided to cease offering financial planning advice for partners within the dedicated team based in Bristol.

To help Grant Thornton partners who previously used the service, Sovereign IFA has set up a bespoke service offering for partners with a highly competitive fee structure. This service is led by Mike Jeffery, a Chartered Financial Planner and former adviser within the Grant Thornton partner financial planning team between 2011 and 2018.

Mike joined Sovereign IFA at the start of this year. He very much enjoyed working at Grant Thornton, during which he developed the firms cashflow planning tool ‘Glimpse’ and was an annual award winner through the firm’s CLEARR recognition scheme. Mike worked with around 80 partners and retired partners during his time in the team, developing detailed knowledge of the reward package and expectations placed on partners.

Please find below a summary of what we can offer:

  • A truly independent financial planning service from a firm of established Chartered Financial Planners
  • Detailed knowledge of how the partners are paid, the benefits package, tax considerations and conflict of interest recording (GIS)
  • Experience of the Grant Thornton investment portfolios and existing pension and investment platforms used
  • A bespoke offering for partners with a highly competitive, discounted fee structure
  • Annual review meetings at your office/home and follow ups via Zoom
  • Assistance with completion of your GIS account

If you are interested in learning more about our offer, please email Mike or call 01454 416 653.

What Mike’s clients say about him

“Mike engenders trust as a private financial adviser through strong interpersonal skills. He listens and is able to apply his depth of technical knowledge and experience to empathise and generate strong relationships. He gets to the core of what is important to each individual and is able to relate to each of us, one an experienced financial professional, the other very much a lay person in investment matters who places great store in his reassuring, calm and engaging manner. We are delighted to be back with him to keep us on track through our retirement years.”

John & Margaret Bowler

“It’s always a pleasure dealing with Mike. He understands both my needs and requirements, which he addresses on a timely basis. His advice has always been both totally independent and provided at a fair fee.”

David Fisher



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