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Financial services, planners and advisors

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Sovereign IFA
Brunel Wealth: Your trusted financial planner

Brunel Wealth


Brunel Wealth is part of the Brunel Group, providing wealth management and financial planning to businesses, business owners, high-net-worth individuals, and for pre and post retirement. We are truly independent, with no obligation to any one provider. Instead, we arrange a bespoke, personal consultation with each client before reviewing the entire open market. Our extensive research into the financial services market allows us to determine appropriate solutions, provide personal advice and make our clients' money go further.

Our professional planners understand the importance of securing your current and long-term financial wellbeing. We carry out an in-depth analysis of each client’s current financial situation, identifying where priorities lie and their attitude towards risk. Working side by side with our clients throughout the entire process, we arrange regular meetings and reviews to ensure goals remain on track, taking into account any changes that life has brought along the way. This allows us to make informed decisions regarding their assets, ensuring a positive pattern of financial growth.

To discuss your financial requirements with a member of our team of experts, don't hesitate to get in touch:

3 Temple Quay, Temple Back East, Bristol BS1 6DZ
Tel: 0117 325 2224
www.brunelwealth.co.uk
Email:


Mortgage Advice Bureau - John Skipp


Mortgage Advice Bureau is a leading mortgage network and broker winning over 70 national awards for the quality of its advice and service during the last five years.

We handle over £12bn of loans annually and have over 1,000 expert advisers offering expert mortgage and protection advice on a local, regional and national level to UK consumers, both face to face and over the phone.

We have access to over 12,000 products from more than 90 UK lenders so we can find the right mortgage for our customers individual circumstances.
Your home may be repossessed if you do not keep up repayments on your mortgage.

There may be a fee for mortgage advice. The actual amount you pay will depend upon your circumstances. The fee is up to 1% but a typical fee is 0.3% of the amount borrowed.

Mortgage Advice Bureau is a trading name of BMA Bristol Ltd which is an appointed representative of Mortgage Advice Bureau Limited and Mortgage Advice Bureau (Derby) Limited which are authorised and regulated by the Financial Conduct Authority.

BMA Bristol Ltd. Registered Office: Knightwood Court, Mead Road, Bristol, England, BS34 8PS. Registered in England Number: 09911363

Avon Way, Thornbury, Bristol BS35 2DP
Tel: 07825 787288
www.mortgageadvicebureau.com/mort...
Email:


Sovereign Independent Financial Advisers Ltd


Serving the Thornbury Community for 28 years

We are a firm of Chartered, Independent Financial Planners based in Thornbury.

We offer tailored financial advice to individuals and companies alike, helping you plan and prepare for a future that is driven by your aspirations.

We offer our prospective clients an initial meeting or discussion at our expense. If you would like to find out more, get in touch via email or phone.

Unit 4, Thornbury Office Park, Midland Way, Thornbury BS35 2BS
Tel: 01454 416653
Fax: 01454 411287
www.sovereign-ifa.co.uk/
Email:





ACF Direct (Associated Commercial Finance Ltd)


Mobile service across South Gloucestershire
Tel: 07557 980473
www.acfdirect.co.uk
Email:


Alveston Trust


Formerly known as Alveston Charities, this small charity is made up of three bequests set up over a century ago to help and support people in the Parish of Alveston.
Now merged into one called Alveston Trust, this fund is still open for applications from parishioners who may need a bit of help from time to time.
For more information about how to apply for a small grant or if you wish to make a donation, please contact Alveston Trust's Chair - Elaine Lee.

Tel: 01454 419322
Email:


Cadman Wealth Planning Ltd


4 The Plain, Thornbury BS35 2AG
Tel: 01454 411401
www.cadmanwealthplanning.co.uk
Email:


Charles Derby Mortgage Bureau - Simon Harding CeMap.


4a Sibland Road, Thornbury BS35 2HG
Tel: 07745 376756
Email:


CVS South Gloucestershire


CVS is the umbrella body for the voluntary, community and social enterprise sector, and our staff and associates provide advice, information and support to help local organisations develop and grow.

Looking to start a social enterprise in South Gloucestershire? Need expert advice to grow your charity, community group or CIC? Our friendly experts provide tailored support with:

Starting up - Marketing - Business planning - Financial management - Applying for grants - Governance - Fundraising strategy - Recruiting volunteers - Registering your organisation - and much more

"The right support, at the right time, at the right level. Invaluable."

Poole Court, Poole Court Drive, Yate BS37 5PP
Tel: 01454 865205
www.cvs-sg.org.uk
Email:


Lloyd Wells Mortgages


Covering Thornbury, Yate and Chipping Sodbury
Tel: 0117 452 0330
www.lloydwellsmortgages.co.uk
Email:


Uniq Family Wealth (formerly Morgan Stone Independent)


48 High Street, Thornbury BS35 2AN
Tel: 02920 782 330
uniqfamilywealth.co.uk/morgan_sto...
Email:




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