Who we are
Community & charity
We are passionate about supporting charities, local schemes, schools and businesses, deepening our connections and making an impact in our community of Thornbury and beyond.
Here are just some of the ways we support our community and charity:
- The Alzheimer’s Society is Sovereign’s chosen charity. When we run events, all money raised is sent their way. Sally, our Marketing & Events Co-Ordinator, has completed the Bath Half Marathon in both 2016 and 2017 for The Alzheimer’s Society, raising more than £1,500.
- We are the main sponsors of Keynsham Cricket Club. Mark, our Chartered Financial Planner, played for Keynsham between the ages of 11 and 22, as does Paul, our Lending Specialist and his two sons. We are therefore naturally very pleased to be supporting the club and team for a second season.
- We are members of Premium Partners; a scheme promoting the collaboration of local schools and businesses to share knowledge and create opportunities. Sally discusses careers and networking at breakfast meetings with sixth formers, whilst both Mark and James have organised sessions on CV writing, co-ordinated mock interviews and attended networking events.
- We are members of Lansdown Club, created by Bristol Sport. The club is a space for like-minded businesses to discuss, share and follow sport and business together in a welcoming environment. You can read our member profile here.
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