How your reviews are helping us showcase the value of financial advice

In the past, we have previously looked at how financial advice adds value and the benefits of financial planning, from convenience to improved returns.

One of the main ways that we can demonstrate the value of financial planning is through the testimonials and reviews we receive from our clients.

Thank you for all your kind comments

When our clients share their positive experiences about what financial planning has enabled them to do, and how it has helped them to live the life they want, it can clearly illustrate the benefits of such advice.

Recently, we asked you if you would be kind enough to leave us an online review, sharing your experiences with Sovereign.

Thank you to everyone who has taken the time to leave a Google and/or VouchedFor review. We really appreciate you making the effort to write a positive review of our services and it makes a huge difference to us being able to showcase how we can help clients.

A BrightLocal survey found that 82% of consumers read reviews for local businesses, including 93% of people aged 35 to 54. Your reviews are therefore incredibly valuable to us, as they are the way that potential clients can understand the value we add.

Here’s a selection of the kind comments you shared:

  • I have been a client with Sovereign for over 20 years now and find them a pleasure to deal with. The advice is relevant, personal, and invaluable given the minefield which is personal finance. James has always delivered on all commitments made within the agreed timescales, and I wouldn’t hesitate to recommend him and Sovereign to anyone looking for expert independent financial advice
  • We are very pleased with the way in which Mark has dealt with our investments in this very difficult period
  • James and his team at Sovereign are personable and professional, with deep industry knowledge. Always working hard to build and maintain trust. I wouldn’t hesitate to recommend their services
  • We’ve used Sovereign for over 10 years, and have been completely happy with the advice we receive… I would have no hesitation in recommending Sovereign. Not just knowledgeable people, but friendly, helpful and always seem to have our best interests at heart
  • James always gives advice in a clear and simple way that we can follow and understand.

If you’d like to leave us a review, or you haven’t quite got round to sharing your experiences with Sovereign, it takes just a few minutes.

The two main online platforms we use are Google, and VouchedFor – a dedicated site designed to help financial planners collect and showcase reviews.

  • To leave a review on Google, please click here
  • To leave a review for James on VouchedFor, please click here
  • To leave a review for Mark on VouchedFor, please click here

Thanks also for your referrals and recommendations

We’d also like to thank you if you’ve referred someone you know to us. Recommending a professional services firm can be a big step – it’s your reputation at stake if things don’t work out – and so we’re always delighted when clients introduce their friends and family to us.

Nielsen report that 92% of people trust recommendations from friends and family more than advertising. And, an AdWeek survey found that 74% of people identify word of mouth as a key influence in their ‘buying’ decision.

Much of our business comes from ‘word of mouth’ referrals, and we are always hugely grateful when our clients recommend us to friends, family, or colleagues.

As Thornbury’s highest-rated financial planning firm, you can be confident that you are recommending a trusted practice that offers exceptional service.

Get in touch

To find out how we can help you, please get in touch. Email or call 01454 416 653.

What do our clients have to say?