Sovereign Independent Financial Advisers Ltd - Bristol

Address: Unit 4, Sovereign Independent Financial Advisers Ltd, Midland Way, Thornbury Office Park, Midland Way, Thornbury, Bristol BS35 2BS, United Kingdom.
Phone: 1454416653.
Website: sovereign-ifa.co.uk.
Specialties: Financial planner, Mortgage broker.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilets.
Opinions: This company has 19 reviews on Google My Business.
Average opinion: 4.9/5.

Location of Sovereign Independent Financial Advisers Ltd

1454416653

Sovereign Independent Financial Advisers Ltd is a company located in Bristol, United Kingdom, that offers financial planning and mortgage broker services. Their address is Unit 4, Sovereign Independent Financial Advisers Ltd, Midland Way, Thornbury Office Park, Midland Way, Thornbury, Bristol BS35 2BS. You can contact them by phone at 1454416653 or visit their website at sovereign-ifa.co.uk for more information.

This company has a range of features that make it an excellent choice for individuals seeking financial advice. They offer online appointments, on-site services, and wheelchair-accessible facilities, including a car park, entrance, and toilet. These features make it easy and convenient for clients to access their services.

One of the key specialties of Sovereign Independent Financial Advisers Ltd is financial planning. Their team of experienced advisers can help clients create a personalized financial plan that meets their unique needs and goals. Whether you're saving for retirement, planning for your child's education, or looking to invest in property, Sovereign Independent Financial Advisers Ltd can help you make informed decisions that will help you achieve your financial goals.

Another area of expertise for the company is mortgage brokering. They have access to a wide range of mortgage products from various lenders, allowing them to find the best mortgage solution for their clients. Whether you're a first-time buyer or looking to refinance your existing mortgage, Sovereign Independent Financial Advisers Ltd can help you find the right mortgage product for your situation.

According to reviews on Google My Business, Sovereign Independent Financial Advisers Ltd has an average rating of 4.9 out of 5 stars. This high rating is a testament to the quality of service that the company provides to its clients. Many reviewers have praised the company's knowledgeable and helpful advisers, as well as their professionalism and attention to detail.

Overall, Sovereign Independent Financial Advisers Ltd is an excellent choice for individuals seeking financial planning and mortgage broker services. Their convenient location, wheelchair-accessible facilities, and range of services make them an ideal choice for clients with varying needs and goals. If you're looking for financial advice, we recommend visiting their website at sovereign-ifa.co.uk to learn more about the company and schedule an appointment with one of their experienced advisers.

Reviews of Sovereign Independent Financial Advisers Ltd

Sovereign Independent Financial Advisers Ltd - Bristol

Richard Griffiths

5/5

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.

John Foster

5/5

We’ve used Sovereign for over 10 years, and have been completely happy with the advice we receive.

Some years prior to retirement we asked for a full financial review of income, savings, investments etc, and found it well worth the money. James was very open about the cost involved - before we incurred any cost - and we found the analysis really helped us plan our future.

After retirement James picked up on some options we had overlooked and helped us plan a SIPP, giving us good advice about degrees of risk and then helping us find appropriate investments.

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.

Bob Spence

4/5

Went to Sovereign when I needed to implement a drawdown pension on my retirement a couple of years ago. I have since been extremely satisfied with the service and performance from the Sovereign team, and I find James a very personable and of a very easy going nature which makes me relaxed and in the right frame of mind when attending the offices. I would most certainly recommend them. Great value for money as well!

David Coombes

5/5

I have been a client of Sovereign IFA for many years. They are a very friendly, personable, approachable and thorough team of advisers. They have help guide us through the maze of Financial options available over the years and were instrumental in us achieving our Financial and Life goals. I would highly recommend them.

Giles Shepherd

5/5

Our family have used Sovereign for many years and are extremely grateful for their patience, understanding and high quality advice.

Mark has taken the time to really get to know us, so his advice is always very helpful and informative, and given in a professional and relaxed manner which works very well for us.

Martin Cole

5/5

James and his team at Sovereign are personable and professional, with deep industry knowledge. Always working hard to build and maintain trust. I would'nt hesitate to recommend their services.

john haynes

5/5

James, my IFA, is always ready to answer any questions that I may have. He is readily available to answer any questions that I may have. He offers a number of alternatives and I never feel that he is trying to force a particular solution or product onto me. He is flexible in that he is always prepared to travel to my house rather than expect me to struggle across Bristol to attend his office. I can highly recommend him

Henry O

5/5

Highly recommended. Had a phone consultation and was given some useful financial advice in professional and friendly terms. However was told the matter was too simple for further work together at present. I appreciated the honesty, gave me a piece of "free" advice, as opposed to looking to create work for himself when not required. Would go back to them for anything else I need in future.