Sovereign Independent Financial Advisers Limited

We believe you should ideally choose to work with financial planners who are both:

1. Chartered
2. Independent

We tick both boxes; we are both Chartered and Independent.

We are also specialists, working with three groups of people:

1. People approaching retirement

Everyone’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 owners

As 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 goals

3. Senior executives

In 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.