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Who we are

Meet the team

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

Trust and integrity are the foundations that Sovereign is built upon, and relationships with our clients are based upon the same principles. The best business is always between friends, and that’s what most of our clients are; as likely to drop into our office for a chat as they are to talk finance. We like it that way.

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!

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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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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    Get in touch

    01454 416 653

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

    Office opening hours:
    8.30am – 5.00pm Monday – Thursday
    8.30am – 12.30pm Friday