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Sunrise Independent Financial Advisers

Location: Bristol

Medics Money Verified

Free initial first consultation


Review
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.

Professional bodies: Personal Finance Society

Services offered:

  • Estate planning. ( Guide price £ 1200.00)
  • Investment advice ( Guide price £ 900.00)
  • Life Insurance and Income protection
  • NHS Pension advice ( Guide price £ 1200.00)
  • Private Pension advice ( Guide price £ 900.00)

Reviews


Life insurance, income protection. Happy to visit my home. Didn’t push other products. Very responsive to emails.

Katie

Consultant
Radiology



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.

Richard

Consultant
Emergency medicine



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.

Victoria

GP - General Practitioner partner
GP



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!

Sue

Trust Grade
Psychiatry



responsive, informative, helpful, clear, interested

Mark

Consultant
Speciality not listed



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.

David

Consultant
Emergency medicine



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.

Irene

CT2
Medicine



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.

Hazel

ST3-ST6
Medical



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.

Katharine

GP - General Practitioner partner
GP



I have received great advice from Guy Roper regarding NHS pension,private pension and investments. Guy gives clear explanations prompt reply on e.mails and is happy to visit at home. His suggestion have proven to be excellent especially around ethical investments. I can highly recommend his services

Ellen

GP - General Practitioner locum
GP



Absolutely fantastic. Couldn’t rate him highly enough. Friendly, professional, exceptionally thorough and has really got us on track. I feel very confident in the advice and help we have received and definitely felt he had our best interests at the forefront throughout. Thank you!

Annabel

GP - General Practitioner salaried
GP



Guy has extensive knowledge of the intricacies of the NHS pension scheme and a knack for explaining it. He is accessible and thorough and we have been very happy with the advice and help so far.

Dora

Consultant
Paediatrics and child health