Get to know Sonal
As a Chartered financial planner, Sonal brings over twelve years of experience, providing a strong foundation for the advice she delivers.
Her role involves building long-lasting relationships with clients by understanding their financial position and future objectives, and guiding them to take the right steps to achieve their goals – whether that’s saving for a first home, planning for retirement, or ensuring wealth is passed on tax efficiently.
Financial planning can be a complex journey, but Sonal believes in a collaborative approach. She works closely with clients, taking a holistic view of their finances and ensuring they have a clear understanding of their situation. Together, they create bespoke financial plans that provide the peace of mind they are seeking.
Outside of work, Sonal is an avid traveller, having explored more than 30 countries and counting. She also enjoys spending quality time with her loved ones.
In the spotlight
Hawksmoor
Chartered Financial Planner (APFS)
Fellow of Personal Finance Society
Qualifications