Sunrise IFA offers completely independent financial advice. Founded and run by Guy Roper, Chartered Financial Planner, Sunrise advises clients across the South West. Guy has 18 years industry experience, a detailed knowledge of NHS pensions and benefits, and is a pensions and investments specialist.
Sunrise IFA takes a particular interest in Socially Responsible Investing (sometimes known as ethical, ESG, or impact investing). Many of our clients are invested in keeping with SRI principles, but we are also happy to advise on more traditional investment options.
Personal Finance Society
Estate planning. ( Guide price £
Investment advice ( Guide price £
Life Insurance and Income protection
NHS Pension advice ( Guide price £
Private Pension advice ( Guide price £
Life insurance, income protection. Happy to visit my home. Didn’t push other products. Very responsive to emails.
Guy Roper (Sunrise Independent Financial Advisers) is very helpful and knowledgeable with a detailed understanding of NHS pensions and annual allowance issues. He also has expertise on socially responsible investing too. Great clarity of thought - explains things in an easy to understand way. Likeable and enjoyable to work with. Highly recommended if you are in need of financial advice.
I could not recommend Guy highly enough! He has helped my family and I with pensions planning, estate planning and income protection. His advice has been extremely valuable and has given me absolute peace of mind. Guy has that rare ability to explain complex matters in simple terms, without being patronising. I would also add that he has a compassionate touch that I think is probably rather rare in his line of work. I have already recommended him to several friends and would have no hesitation in doing so again.
GP - General Practitioner partner
Guy made sure he’d got the full picture of my current finances, pension and what I was interested in before going through various options. I wanted to invest any private pension money ethically and have been really pleased with what I signed up for. Actually better financially than some standard/less ethical options!
All in an engaging personalised manner, appointments to fit my time constraints, no hard sells and with everything explained in writing.
I’d highly recommend Sunrise to anyone thinking they might need some advice. Thank you Guy!
Guy Roper is exemplary. He has a deep and up to date understanding of financial matters related to doctors and is able to decode with ease. All his comms are swift and accurate and he gives really clear advice. Very highly recommended.
I have never used an IFA before other than attending a free meeting with the trade union's recommended firm.
What a big different even from the first meeting.
Guy clearly knows his trade. He helped me re-think trough my financial status and goals. He is very good at explaining my options to me, and is very client focused.
There was no pressure in purchasing any product or service during our meeting. He makes his fees and commission clear even before our first meeting, which relieved alot of my anxiety.
Communication through email is always prompt and efficient.
He also has an interest and experience in ethical investment which is important for me.
I can see myself using Sunrise's service for the long-term.
Guy has been outstanding from start to finish. Prompt, reliable, and an excellent communicator he was able to fit in around our busy lives, providing timely and well considered advice to suit our slightly complicated circumstances. As life has moved on the advice has proven to be excellent; nothing is too much trouble and he has anticipated our questions and queries. Always friendly, he has made complex issues straightforward and is extremely trustworthy.
Guy is helpful professional and knowledgeable. He listens carfully and explains all the options and their pros and cons in a clear and comprehensible way. In particular he has an excellent grasp of the challanges of the NHS pension scheme and pension tax rules and this issues around retirement planning for doctors. I'm so pleased we discovered him - I would have no hesitation in reccomending him.
GP - General Practitioner partner
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