S K Wealth Solutions - Sonny Kurmi - Adv DipFA
I specialise in offering 'simple yet highly effective solutions to complex needs' for my clients. I welcome the opportunity to work with individuals such as self-employed, employed, legal professionals, and those that are in retirement.
I have worked in financial services for over 13 years within both the UK and internationally. I have gained a wealth of knowledge, enabling me to offer a truly holistic financial solution to every client. I am an Associate Partner Practice of St. James's Place Wealth Management based in Cambridge. My emphasis is on maintaining a long-term relationship with my clients and providing them with a source of trusted advice as their financial needs evolve over the years.
My prestigious industry status as a Chartered Associate of the London Institute of Banking and Finance reflects the value I place on my development. It gives clients the confidence that they are supported by one of the UK's leading wealth professionals.
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.
• 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.
S K Wealth Solutions, 8200 Cambridge Research Park, Beach Drive, Waterbeach, Cambridge, CB25 9TL