Sovereign Independent Financial Advisers Ltd Financial Service in Bristol, Thornbury

Reviews

1. Bob Spence ★★★★☆

   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!

   more 6 years ago
2. Steve Wells ★★★★★

   I have used Sovereign to advise me on my pensions and personal finances for many years now. I have found James and his team to be very professional in their approach but combined with the personal touch that reassures me that my specific personal situation is well understood and catered for. I would recommend them to anyone seeking personal financial advice. Especially in relation to pensions and retirement planning.

   more 6 years ago
3. Gerald Clarke ★★★★★

   We have been a customers of Sovereign Financial services since 1996 and Mark has been our financial advisor for at least the last decade. He has provided us with excellent advice concerning ISA’s and pensions particularly as we heading towards retirement in the not too distant future. He has been very professional throughout and his response to any queries always timely. The value of good financial advice cannot be underestimated especial during downturns or when sorting out ones pension options.

   more 6 years ago

1. Richard Griffiths ★★★★★

   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.

   more 6 years ago
2. Giles Shepherd ★★★★★

   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.

   more 7 years ago
3. David Coombes ★★★★★

   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.

   more 7 years ago

1. John Foster ★★★★★

   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.

   more 7 years ago

FAQs