Sovereign IFA

Sovereign IFA is a Chartered and Independent Financial Planning firm located in Thornbury, north Bristol. They provide financial advice to business owners, senior executives, and individuals approaching retirement.
  • Equity Release
  • Early Retirement
  • Lifetime Mortgage
  • Corporation Tax Planning
  • Inheritance Tax Planning
  • Tax & Retirement Planning
  • Company Profit Extraction
  • Commercial Property Purchase
  • Property Purchase & Retirement Planning

Size
Small
Phone
01454 416 653
Email
Available in Endole App
Locations
Unit 4, Midland Way, Thornbury Office Park, Midland Way, BS35 2BS
01454416653
Digital Popularity
Popularity over time
Social Media
Company Details
Sovereign IFA is operated by Sovereign Independent Financial Advisers Limited and is a Active company incorporated on 31 July 2003 with the registered office located in Bristol, Bristol. Sovereign Independent Financial Advisers Limited was registered 22 years ago.

Status
Active
Size
Micro
Directors
2
Age
22 years old
Employees
5
Turnover
Unreported
Total Assets
£474.18K
Cash in Bank
£155.85K
Total Liabilities
-£314.24K

Director • Financial Adviser • British • Lives in England • Born in Jun 1970
Director • British • Lives in England • Born in Jun 1979
Mr Mark Anthony Hibbitt
PSC • British • Lives in UK • Born in Jun 1979
Sovereign Holdings (Bristol) Limited
PSC
Teams
All
6
Management
3
Finance
2
Administration
2
Other
1
Financial Planner • Joined Jan 2010
Practice Manager • Joined Mar 2015
Administrator
Independent Lending Specialist • Joined Jan 2012
Senior Consultant • Joined Oct 2003
Mortgage Adviser
Financial Planner • Joined Jan 2010
Practice Manager • Joined Mar 2015
Senior Consultant • Joined Oct 2003
Financial Planner • Joined Jan 2010
Mortgage Adviser
Practice Manager • Joined Mar 2015
Administrator
Independent Lending Specialist • Joined Jan 2012