Senior Partner Practice of St. James's Place Wealth Management
My name is Sonia, I am married and have a 2 year old daughter, Ava. She is a little bundle of joy and keeps me very busy when I’m not in work!
Having studied Law at University I took a summer job in Banking which quickly lead to me being a fully qualified Financial Adviser. I never looked back and decided this was the career I would have until I retire! During my 15 years working in this industry so far, I managed a team of financial advisers across a Region but always missed being in the adviser seat myself.
After having my daughter, I decided to go back to face to face advice and joined Holleron Wealth Management who work towards the same high standards that I have.
I am passionate about building long term relationships with my clients and really helping them understand their financial goals, then implementing strategies to help them get there.
The biggest achievement for me is when a client refers a friend or family member because they are confident in the service, advice and care that I show to them.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Holleron Wealth Management is a trading name of PFPD Limited. PFPD Limited is registered in England and Wales, Number 7826849. Registered Office: Leopold Villa, 46 Leopold Street, Derby, DE1 2HF, England.