Financial Index › IFA Index › Sovereign Independent Financial Advisers Limited
Sovereign Independent Financial Advisers Limited
IFA Financial Advisers · Bristol · Est. 2003
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Company Registration Details
| Registered company name | Sovereign Independent Financial Advisers Limited |
| Companies House number | 04852639 → |
| Company type | Private Limited Company (Ltd) |
| Registered address | C/O Mgb Accountants - Suite 22 Trym Lodge, 1 Henbury Road Westbury-On-Trym, BS9 3HQ |
| City / Region | Bristol |
| Date incorporated | 2003 |
| Years trading | 23 years |
| CH status | Active |
| Specialism | Recorded activity: 64999 (financial intermediation not elsewhere classified) |
| Index status | Claim this listing → |
About Sovereign Independent Financial Advisers Limited
Founded in 2003, Sovereign Independent Financial Advisers Limited has been active for 23 years — a period that spans significant change in the UK financial services landscape, including post-financial crisis regulatory reform, digital transformation and the economic disruption of recent years. The firm's continued active status through this period reflects operational stability.
The Kaeltripton Financial Index records 1663 ifa financial advisers nationally, 21 of them in Bristol.
Verify the firm and the individual adviser on the Financial Services Register before transferring any money.
What IFA Financial Advisers Do
The core of advice is suitability: matching products to a client's objectives, capacity for loss and time horizon. Qualification and fee-disclosure requirements apply to all firms advising on retail investments.
Redress routes exist for authorised advice: complaints to the firm, then the Financial Ombudsman Service.
How to Choose the Right IFA Financial Adviser
Match the adviser to the need: pension transfers, retirement income and inheritance planning are distinct specialisms. A defined ongoing service, documented and delivered, is what separates advice firms from asset gatherers.
A clear fee schedule before engagement is a regulatory requirement, not a favour.
Frequently Asked Questions
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| Bristol Wills & Estate Planning LtdBristol · Est. 2019 | View → |
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Important notice: The information on this page is drawn from the Companies House public register. Kaeltripton.com operates as an independent directory and has no affiliation with Sovereign Independent Financial Advisers Limited or any firm listed. This page does not constitute financial advice. Always verify a firm's regulatory status on the FCA Register at register.fca.org.uk and its Companies House status at companieshouse.gov.uk before entering into any arrangement.