Sonia Wheeler

Sonia Wheeler

Branch Manager

Followers of Sonia Wheeler852 followers
location of Sonia WheelerWest Woodhay, England, United Kingdom

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  • Timeline

  • About me

    Managing Director & Independent Chartered Financial Planner at Essential Wealth Management | Boutique wealth management services for private clients | Essential planning for life

  • Education

    • University of Chichester

      -
      Bachelor's degree History
  • Experience

    • Newbury Building Society

      Sept 2003 - Sept 2006
      Branch Manager
    • Essential Wealth Management

      Sept 2006 - now
      Managing Director

      We offer boutique wealth management services to private clients, combining chartered financial advice, extensive research and intelligent guidance to tailor a financial plan to your circumstances. Our mission is to guide you through your financial life, providing you with a complete and comprehensive wealth management service to put you in control of your future.We believe that planning is the key to providing clients with the clients with effective financial advice. Our Financial Planners are Chartered and are supported by a team of highly qualified and experienced individuals. Show less

  • Licenses & Certifications

    • Chartered Financial Planner

      Chartered Insurance Institute