August 2021 by Stephen Lightbown
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.
March 2021 by 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.
March 2021 by 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.
March 2021 by 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!
March 2021 by Peter Turner
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.
March 2021 by Henry 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.
March 2021 by 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.
March 2021 by Martin Cole
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.
March 2021 by john haynes
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
March 2021 by Steve Watson
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.
