We are a firm of Chartered, Independent Financial Planners based in Thornbury, north Bristol. Established in 1992, we have been serving the community for almost three decades.
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 make sure that your money is working hard to help you achieve all you want from life; we call this ‘money with a purpose’.
The clients we work with have already accumulated significant personal or business wealth, usually in excess of £200,000, but often lack the time and expertise to create a financial plan. They want to ensure they’re making informed decisions and using their wealth to achieve long-term financial security, both for themselves during retirement and for those they care about after they’ve gone.
We believe that working with certain groups of people allows us to develop an in-depth knowledge of their financial challenges and, importantly, the solutions.
The groups of people we work with are:
People approaching retirement
Professional Advisers – Solicitors & Accountants
Sovereign Independent Financial Advisers Limited is authorised and regulated by the Financial Conduct Authority. FCA Number 585249.
Please note that Tax Planning, Commercial Mortgages and Buy-to-Let Mortgages are not regulated by the
Financial Conduct Authority.