Testimonials

“I like dealing with James on any level, business or otherwise. Very easy to talk to. Great listener. Comes up with ideas and observations you don’t expect. Intimately familiar with the problems of being a working man and a family man. Has taken his share of risky decisions. And he’s done more than financial advising in his career. If anyone ever asks me to recommend a financial advisor, he’s the first name I will mention.”

David Kimbell, Yate

 

“I’ve worked for well over 20 years in Financial Services and in that time you get to know the good guys from the bad. James has integrity, a caring attitude, and all the planning skills to back it up. No hesitation in recommending James for your financial planning needs. 10/10.”

Paul Dean, Bristol

 

“James is a man of integrity who will go the extra mile to help clients.”

Ian Cornelius, Melton Mowbray

 

“James – Thank you for your email which summarises succinctly what we discussed yesterday. Both Christine and I found the meeting both informative and rewarding. For once we weren’t bamboozled by ‘financial-speak’ I was impressed by the way you 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. I imagine you would be the same if I lapsed into ‘aviation speak’! I will forward a copy of my pension P60 when it arrives along with details of my state pension. In the meantime, I look forward to hearing from you soon. It is comforting to know that our money is in capable hands.”

Vince and Christine Robertson, Thornbury, Bristol

 

“Many thanks indeed to James and the team at Sovereign. James has consistently give us excellent service and quality advice during our recent efforts to secure an affordable mortgage and life assurance policy for our house purchase. Despite constantly changing requirements and problems with the chain, James and the team have always been flexible and have tailored their offering to our changing needs. Thanks once again.”

Mr and Mrs Latimer, Bristol

 

“Dear Bob, many thanks for the withdrawal form and information. I am amazed and very pleased to see the Bond’s present value even after all my withdrawals! Well advised by you Bob!”

Alan Reeves, Stinchcombe, Glos

 

“During the many years of association with the Sovereign IFA team of Thornbury they have dealt with my wife and I in a most professional and courteous manner.

Particular thanks go to Mr Graham McCausland for his efforts in assessing and advising on our family investments. His 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 him and the Sovereign team to friends, indeed my son and daughter are now clients and he has helped them obtain mortgages and is advising on pensions and savings. We consider Graham as not only our family adviser but also a family friend.”

Stephen & Dianne Haines, Thornbury, Bristol

 

“I would be more than happy to refer James to my clients. He is honest, up front and most of all will take the time to speak to the client and really get to know their needs. I have had great feedback from clients who have dealt with James.”

Hannah Wilkinson, Solicitor, Bristol

 

“James offers honest, sound and reasoned advice and I use him for all of my personal & business financial matters. I would certainly recommend James to others.”

Dan Wallis, Bristol

 

“I’ve known James for several years and began using him as my IFA from 2009. One thing he helped sort very quickly was my pension. If you have an old pension plan somewhere I recommend you talk to James. He’ll make sure you get the best value from it!”

Steve Wells, Bristol

 

“James has provided me over a long number of years much appreciated advice, services and financial knowledge which has led me to financially achieve my goals and so much more than I am certain I would have otherwise. I strongly recommend James and his company are given an opportunity to improve your wealth being! Many thanks to you James, and to the team at Sovereign.”

Zoe Kubiak, Windsor, Berkshire

 

“My Pension was in a sorry state, after being decimated over the last few years, however thank goodness I met James, who actually listened to my needs and I what I hope to achieve in the future. I can gladly say all is back on an even keel and I feel it might actually achieve something. A BIG THANK YOU to James.”

Karen Love, Spain

 

“We are so pleased to have found James. We wanted our pensions sorted and we got a lot more back in return. His advice on all financial matters is passioned, balanced and trusting. We recommend James highly.”

Richard & Katerina Seery, Yate

 

“James has been my IFA of choice since our first meeting at a networking event I organised 3 years ago. James has looked after the financial affairs of my clients, friends and family and they all cannot speak more highly of him. James is the last of a dying breed of honest, straight talking and service focused individuals. He is dedicated to what he does, passionate about doing things right and places the needs of his clients above his own. I am not saying James is the only financial advisor out there, but I believe him to be one of the best!.”

Darren Leighfield, Bristol

 

“James is a totally genuine guy, trustworthy and easy to talk to about financial matters.”

Simon Webb, Bristol

 

“Mark is a highly dependable, knowledgable and trustworthy individual. His recommendations are always thought out and tailored to the circumstances. Also, his approach of guiding you along the decision making process rather than trying to force a decision upon you is one I value highly.”

Mark Boston, Kingston-upon-Thames, Surrey

 

“I have used Mark as my IFA on numerous occasions in the past few years and can highly recommend him as someone to discuss and develop your commercial and personal financial strategies with. He has given expert advice with continual high yield results. Mark also adds value to his services with highly personalised and professional touches. If you want to engage an IFA for commercial and/or personal financial planning and strategy then Mark is a good place to start.”

Andy Kew, Bristol

 

“Over the years I have dealt with a large number of Financial Advisors but I can say with complete honesty that Mark is easily the best IFA I have ever met. He is extremely professional and reliable, knows his stuff and is a genuinely nice person. I can’t recommend him highly enough.”

Rory Gear, Lechlade, Gloucestershire

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