We specialise in working with business owners, senior executives and people close to retirement. Chartered status is the 'gold standard' in financial planning. By working with a firm of Chartered Financial Planners, you can be confident that you will receive the best possible advice, service and support. Peace of mind that you're already doing the right thing or that you understand what needs to change.
Our accolades cement us as leading Financial Planners, but it's our personal approach that really sets us apart. 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.
Our accolades cement us as leading Financial Planners, but it's our personal approach that really sets us apart. 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.
Services
We are a firm of Chartered, Independent Financial Planners based in Thornbury, north Bristol.
Established in 1991, we have been serving the community for almost three decades.
We love working with clients in the South West, but equally enjoy working with clients throughout the UK.
We offer tailored financial planning and mortgage advice to individuals and companies alike, helping you plan and prepare for a future that is driven by your aspirations.
We ensure that your money is working hard to help you achieve all you want from life; we call this 'money with a purpose'.
Established in 1991, we have been serving the community for almost three decades.
We love working with clients in the South West, but equally enjoy working with clients throughout the UK.
We offer tailored financial planning and mortgage advice to individuals and companies alike, helping you plan and prepare for a future that is driven by your aspirations.
We ensure that your money is working hard to help you achieve all you want from life; we call this 'money with a purpose'.
If you haven't already, you can find out more about our team by visiting our 'Meet the Team' page.
As Financial Planners, we make sure that your money is working hard to help you achieve all you want from life; we call this 'money with a purpose'.
We have received some noteworthy awards over the years, including the Top 100 Advice Firms award from Citywire's New Model Adviser.
Because we only work with certain types of clients, we have an in-depth understanding of their financial challenges and, importantly, the solutions.
As Financial Planners, we make sure that your money is working hard to help you achieve all you want from life; we call this 'money with a purpose'.
We have received some noteworthy awards over the years, including the Top 100 Advice Firms award from Citywire's New Model Adviser.
Because we only work with certain types of clients, we have an in-depth understanding of their financial challenges and, importantly, the solutions.
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