Let your future grow
Sovereign Independent Financial Advisers is based in Thornbury, Bristol provide tailored financial planning and mortgage advice to business owners, directors, senior executives and professionals throughout the Southwest to help them to identify, achieve and maintain their desired lifestyle, and to have confidence and clarity over their future.
Mark Hibbitt, Director, explained that many of their clients are simply too busy to deal with these matters themselves. He said, “Typically our clients have accumulated significant personal or business wealth but lack the time or expertise to create a financial plan and make informed decisions about the best way to use that wealth to achieve long term financial security during retirement and a legacy for those they care about.
Sovereign Independent Financial Advisers pride themselves on gaining a thorough understanding of each client’s aims and priorities. They feel that without that understanding they are in no position to tell anyone what to do with their money. Sovereign’s ethos is very much about focusing on you, your financial goals and aspirations, not on what products you have or haven’t got.
At Sovereign they are passionate about helping clients to plan and prepare for the future and, will prepare a financial plan, providing the necessary advice and guidance to help implement the correct strategies and solutions to reach your desired goals.
Trust and integrity are the foundations of the business; so are the relationships that they form with their clients. Mark explained that they like to work closely with other professionals including your accountants and solicitors dealing with your affairs in order to manage them in a “joined-up” manner.
Clients are offered a free initial exploratory meeting designed to help understand how Sovereign can help, enabling the client to arrive at an informed decision on whether to appoint Sovereign.