Our Financial Planner’s will look at your finances individually to see what best suits your needs. You can expect us to take time to get to know you, listen & understand your requirements and do what we say we are going to do. This is the start of building a long and trusting relationship.
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.
My entire working career has been as a Financial Adviser. Since 2008 I have solely specialised in advising dentists in the UK, with all aspects of their personal and business finances.
I joined Holleron Wealth Management, a Partner Practice of St. James's Place due to their innovative and specialist understanding in the Dental market, coupled with their reputation for excellent advice and the St. James's Place distinctive Investment Management Approach.
As a specialist Wealth Management Consultant for Dentists, I offer full holistic financial planning. Clients can draw on my specialist knowledge of the NHS pension schemes and performer/provider contracts. Dentists may speak freely about their world with confidence that I understand their needs and offer bespoke solutions. As with the nature of life; this is constantly evolving and changing and with regular meetings I always aim to be one step ahead.
I am well placed to help clients take advantage of their specific financial planning opportunities, whilst avoiding the potential pitfalls that Dentists may face throughout their career.
01159 728 244
I have been working in financial services for over 15 years and started my career as
an adviser at Lincoln Financial Group in 2000. I then moved into a research and compliance role with Inter-Alliance, a national IFA, in 2001 and took up an advisory position in 2003 - concentrating primarily on providing pension advice to companies and their employees. I joined St. James's Place in 2014 and I am delighted to have
now been invited to join the Holleron team.
Since starting in financial services, I have worked hard to increase my professional qualifications in order to provide quality holistic advice to both individual
and corporate clients in an ever-changing environment and aim to be Chartered
by the end of 2020.
I am married to Gemma, a teacher, and have 3 children - Jasmine, Ben and Sienna. Whether it be going away on holiday or simply mucking out our army of guinea pigs, the majority of my spare time is spent with the family.