Client testimonials about Sonia

Essential Wealth was recommended to us when we were planning our future finances particularly working through the complexities of pensions. What we liked from the start was Sonia took the time to really understand our objectives and long term goals before she did anything else. We truly believe this is what stands Essential Wealth out from others – they care about the outcome, are thorough in their approach and always one step ahead in terms of what is needed. If you want to ensure you have the peace of mind that you have taken care of your planning for life, we cannot recommend them highly enough.

Maggie and I engaged Essential Wealth five years ago after a recommendation and have been delighted with the service. Like many; we had a number of investments; insurance policies and pensions that we thought we were managing; the fact that Sonia ‘found’ a pension that we’d lost track of I guess demonstrated that we weren’t quite on top of everything! I’m pleased to say that with the support of Sonia we’re now in a far better position; our financial affairs are in perfect order and we’ve planned for our retirement. We all have busy lives and it gives us great peace of mind.

Another year has passed with Sonia at the helm organising my finances in the most advantageous way – I am always so grateful that she is so alert to everything and making sure I am in the best possible financial position – I always recommend her to anyone who needs financial help and am not surprised at the success she achieves.

With a new job and an inheritance, we needed some professional financial advice. Having been recommended to Essential Wealth Management by a friend, we found that the team provided all that we needed. Following a thorough financial review, and taking the time to understand what we needed, Sonia was able to lay out a series of options and recommendations. Sonia backed these up with enough, but not too much, detail. We felt able to make our investment choices with confidence. Through regular meetings Sonia has guided us over the past fifteen years, adjusting our portfolio as new options became available and old ones were closed. Sonia has helped ensure our money works hard for us. We now move towards retirement with a detailed, funded plan that will provide us with the goals we set 15 years ago.

We have been clients of Essential Wealth for at least 12 years now. We have enjoyed consistently sound advice which has seen our investments grow nicely. In the last three years we have been under Sonia’s “care” and we have continued to enhance our investment portfolio. She has a wealth of knowledge around financial planning. Sonia is a clear communicator; patient and meticulous when explaining the detail of seemingly complicated investment schemes. Overall, she is a pleasure to work with and we look forward to our continued association with her.