Sonia Wheeler BA (Hons) FPFS
Chartered Financial Planner
Sonia is passionate about financial planning and building financial plans for private clients, combining Chartered Financial Advice with bespoke Wealth Management to help achieve clients’ objectives and goals. Sonia is well regarded amongst her peers as a holistic financial planner.
Having entered the Financial Services sector in 2003, Sonia joined Essential Wealth in 2006, became Managing Director in 2012 and subsequently purchased the business from founder Helen Newport. Sonia is a Fellow member of the Personal Finance Society, the highest qualification awarded by the Chartered Insurance Institute. She is an Associate member of the Society of Later Life Advisers (SOLLA).
Sonia’s clients typically include:
• Senior executives;
• Individuals planning for retirement;
• Families with complex estates
Sonia divides her time between our Newbury and London offices.
In 2018 Sonia was awarded ‘Wealth Adviser of the year 2018 – UK’ by Acquisition International and was voted ‘Financial Adviser of the Year – South East’ in the Women in Financial Advice awards, where she was also awarded Highly Commended in the overall category. In 2016 Sonia achieved ‘Best Female Wealth Adviser – UK’ awarded by Corporate Vision Magazine and in 2015 was ranked 3rd by Financial Times Adviser who compiled a league of the top UK female financial planners.
Sonia enjoys travel and spends much of her spare time training her horse and competing in dressage. Sonia has taken part in a variety of cycling events both in the UK and overseas raising money for charity. Her last challenge was the Prudential 100 miles in 2017.