Reviews of Sovereign Independent Financial Advisers Ltd. (Financial Consultant) in Bristol (Bristol).

Sovereign Independent Financial Advisers Ltd

26 Reviews

26 Comments

Financial Consultant

Financial planner

Unit 4, Thornbury Office Park, Midland Way, Thornbury, Bristol BS35 2BS, United Kingdom

Description

Information of Sovereign Independent Financial Advisers Ltd, Financial Consultant in Bristol (Bristol)

On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.

This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.

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Open hours of Sovereign Independent Financial Advisers Ltd

Popular times

Monday

Tuesday

Wednesday

Reviews of Sovereign Independent Financial Advisers Ltd

G. C.

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.

R. G.

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.

B. S.

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!

J. F.

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.

P. T.

We have been with Sovereign for many years commencing with my joining Science Systems ( a highly successful software and computer systems Company). The advice given by Sovereign in the commercial domain and that in our domestic domain, has been highly professional, friendly and has always provided confidence that our finances are in very good hands.

S. W.

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.

H. O.

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.

D. C.

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.

M. C.

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.

j. h.

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

G. S.

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.

S. W.

I've been working with James for about 4 years, I've found him to be very professional and friendly. He has advised me on business structure, pensions and Isa's. His advice is always considered and easy to understand.

B. R.

We have dealt with Mark Hibbitt for several years now and always feel that he gives us sound advice which is easy to understand and gives us the time we need to make considered decisions. Mark is very professional in his approach and has a clear dedication to providing financial advice. We have confidence in him and trust him to give us the correct guidance including in the current difficult Covid 19 times.

L. J.

Having worked with the Sovereign team professionally, I've witnessed first-hand the amazing positive influence they can have in people’s lives. Approachable and very well qualified, if anyone from my hometown of Hereford asks for a recommendation, I’ll be sending them straight over the Severn bridge

S. L.

I am incredibly grateful for the thoughtful and dedicated service I have received from Sovereign IFA Ltd. They went above and beyond in their support and in answering questions that I had. They have guided me through a process that has troubled me with care and attention and I am incredibly grateful for their professionalism.

M. M.

Sovereign provide an excellent service and have resolved all the financial issues I had when I first became a customer, as well as giving sound advice, all of which I have acted upon. Thoroughly recommended.

V. R.

I have been a Sovereign client for a number of years and have always found them most helpful and supportive in my financial dealings. Their advice is always sound and I trust them implicitly.

R. B.

Sovereign has been making the most of my modest savings and pension contributions for more than 10 years. I don't believe I could have found better financial advice anywhere.

j. W.

I found mark and his team so friendly and helpful he answered my questions in a way I could easily understand I feel much more confident now about my future investments and my pension I would certainly recommend this company to family and friends

G. S.

I had a tremendous experience and received expert, honest and sound advice. I would recommend to anyone.

R. G.

James has been very helpful over the past 10 years, sound advise always given, would recommend him anytime.

S. W.

Care taken with every detail. Good communication with adviser and office staff. Complicated issues explained simply

J. R.

K. D.

J. R.

A. G.

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