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Organising your affairs: In case of emergency document

It can be easy to misplace important documents or information. Juggling saving accounts, pensions, and more can make it difficult to keep track of where everything is. This document is designed to help you organise your affairs and have all the details in a single place when you need them.

Organising your affairs can seem like a chore, but taking this step now can make tasks much easier in the future. It’s also a useful exercise to gain a complete picture of your life and assets.

As well as helping you, this document can prove valuable to family and friends. If there’s an emergency, they won’t need to search through your paperwork to find the information they need. When you pass away, it can ensure your wishes are followed and relieve some of the pressure loved ones may feel while they’re grieving.

This document can help you keep on top of everything, and can give you confidence that everything you or your family need is in a single place.

Download your “In case of emergency document” to organise your affairs.

If you have any questions about your assets or how to fill in the document, please contact us.

Download guide

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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    Sovereign IFA Ltd, Unit 4, Thornbury Office Park, Midland Way, Thornbury, Bristol, BS35 2BS

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