What our clients say
I found Sonali to be highly professional , helpful and always just a phone call away. I have also recommended her to another family member.
Many thanks for the excellent service, attention and advice provided throughout the entire process for our recent financial review.
Your helpful guidance made the whole process straightforward and we'd certainly not hesitate to recommend your services Sonali.
I had been giving thought to consolidate 4 separate company pensions I had, spread around various companies. I was lucky enough to come into contact with Sonali, who was quick to respond to my request for advice and guidance. Sonali met me three times over the course of about three months and she explained the options available to me and guided me in terms of the level of risk that was appropriate for my circumstances.
I am pleased to say that Sonali has now successfully managed the transfer of my various pensions into a consolidated fund that is already starting to deliver performance. I am happy to recommend Sonali to others.
We would just want to take this opportunity to say a very big thank you for your professional service provided over the last few weeks, helping us organise many of the financial matters that I in particular was worried about.
It was a relief to find someone who was willing to listen and help us make crucial decisions that affected our beloved mum. Your promptness in dealing with all the issues was impressive and was certainly not expected as we always thought these matters take so much time, however your tenacity and eagerness to get us all sorted has been very welcomed by me and the rest of my family.
You did already came highly recommended so we were at ease to initially meet you and I will certainly be recommending you to anyone who needs assistance.
Thank you from all our family members especially my mum Mrs B Lad who had asked me to find someone she would feel comfortable to deal with all her personal financial matters and we believe we have someone now we will continue to build relationship with and that is one burden lifted from us all and feel relieved of having you at hand.
I just wanted to say many thanks for all the work you have done regarding my pensions.
I know with there been several different ones to sort out there was extra work needed but thanks to your hard work all sorted for the future.
Your responses to any of my questions or e-mails were always immediate and you were always able to come up with the best options for myself.
Once again many thanks for all your hard work which is greatly appreciated .
Sonali is very approachable, professional and knowledgeable about the financial markets and explains things in layman's terms, I would definitely recommend her as an adviser.
Sonali is a very pleasant and knowledgeable young woman who was able to guide me through the complexities of choosing and setting up both a pension and life insurance. Everything went through exactly as she predicted, with no need on my part to revisit any of the information sent to the pension provider. Sonali dealt with the provider exclusively, keeping me informed of progress whenever necessary. She was also able to make informed decisions regarding the type of pension which would be most suitable for me, and was able to back up her decisions with performance figures from various pension options.
Five stars !!
Sonali was recommended to me by a friend and that has been truly justified. Incredibly professional and thorough and she ensured I understood each step of the process.
Based in Leeds we provide Financial Planning advice in all areas and cater to individual needs.
I specialise in Pensions and retirement advice , Income drawdown, Investment planning, Business advice , Tax planning and Protection Planning.
I take pride in providing a complete service to clients in respect of their financial planning needs. Whether you are looking for pension, investment , business protection we can help guide you through the financial maze. There is no charge for the initial consultation so call now on for an appointment.