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 ( Guide price £ 750.00)
  • 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


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