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Description

S K Wealth Solutions - Sonny Kurmi - Adv DipFA

Sonny specialises in offering 'simple yet highly effective solutions for clients that have complex financial needs'. Where he can add the most value is working with individuals such as self-employed, employed, legal professionals, and those that are planning for retirement.

Sonny started his career in financial services in 2008, became a UK qualified Financial Adviser in 2017 and achieved Chartered status in 2020.

 

About me

Sonny has worked in financial services for over 16 years within both the UK and internationally. This has allowed him to gain a wealth of knowledge, enabling him to offer a truly holistic financial solution to every client. Based in Cambridge, his emphasis is on maintaining a long-term relationship with his clients and providing them with a source of trusted advice as their financial needs evolve over the years.

As a Chartered Associate of the London Institute of Banking and Finance, he undertakes on-going professional development, which means clients can have the utmost confidence in the quality and standard of advice he provide.

 

Why choose us?

We understand the time it takes to get to know clients on an individual basis. Only by building trusted, long-term relationships are we able to truly discern a client's aspirations and offer you the bespoke advice you need.

 

Working with you

By putting clients firmly at the heart of our service, we run a genuinely client-focused business. No two clients are the same, and therefore we ensure that we understand your personal or business objectives and deliver solutions that are right for you. We do not provide off the shelf solutions, but instead, strive to provide you with a single relationship for all your financial planning needs. The focus is always to offer the very best service to develop a long-term relationship with you.

 

Our commitment:

  • Provide personal face-to-face financial advice
  • Give you the opportunity to you to review your financial affairs regularly
  • Manage your investments effectively via our distinctive approach
  • Keep you informed of the latest news and any changes that might affect your situation
  • Listen to your feedback
  • Ensure that any dealings with you are sensitive to your needs

 

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested. 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.

Open
Open hours today: 8:30 am - 6:00 pm Toggle weekly schedule
  • Monday

    8:30 am - 6:00 pm

  • Tuesday

    8:30 am - 6:00 pm

  • Wednesday

    8:30 am - 6:00 pm

  • Thursday

    8:30 am - 6:00 pm

  • Friday

    8:30 am - 5:30 pm

  • Saturday

    10:00 am - 12:00 pm

  • Sunday

    Closed

  • June 20, 2024 1:42 pm local time

Location
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