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Resources

Videos

Press play and watch as the Sovereign team explain more about us and our services.

Learn more about Sovereign

Find out more about the Sovereign team, our approach, services and ethos, as well as why you should choose us for your financial planning needs.

Find out more about our Chartered status

When you work with a Chartered firm, you can be sure that you’re working with a team that is ethical, knowledgeable and professional. We put the interests of our clients first.

How we help those approaching retirement

For those approaching retirement, we help you solve your current financial challenges whilst planning for the attainment of your desired future lifestyle.

How we help business owners

For business owners, we focus on connecting your personal objectives with those of your company. We then create a financial plan that puts you on the right track for success.

How we help senior executives

For senior executives, we focus on solving the problems that higher-level earnings create. We incorporate this into a financial plan that takes a holistic approach to work and life.

How we help professional advisers

For accountants, solicitors and other professional advisers, we provide valuable financial insight that will achieve harmonious results for both your business and your clients.

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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Message us

    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