About Sovereign Independent Financial Advisers Limited

Worried about how your business and retirement plans will be affected by the Covid-19 crisis? We're here to help. We're Chartered Financial Planners, providing independent financial advice to people in Thornbury, Bristol and the surrounding area.
We believe you should ideally choose to work with financial planners who are both:1. Chartered2. IndependentWe tick both boxes; we are both Chartered and Independent.We are also specialists, working with three groups of people:1. People approaching retirementEveryone’s retirement objectives are different. We’ll help you understand what you want and then put a plan in place to achieve it. We will also help you understand how Covid-19 has affected your retirement plans and put them back on track if necessary.2. Business ownersAs business owners, we understand the pressures, excitement, frustrations and challenges that owning a business brings; especially now during the current pandemic. We’ll be by your side to help you ensure you meet both your personal and business goals3. Senior executivesIn our experience, many senior executives are concerned about balancing living for today and planning for the future. We can help you achieve that balance and understand how Covid-19 might have affected your future plans. We will guide you every step of the way: from solving your current financial challenges to securing a happy and fulfilling retirement.
Pensions & retirement: