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 has 16 years experience in financial services and is well regarded as a holistic financial planner. She was appointed as Managing Director of Essential Wealth Management 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.
Sonia’s clients typically include:
- Senior executives;
- Individuals planning for retirement;
- Families with complex estates
Working as your financial planner
A financial review with Sonia will typically include an initial telephone call and at least two, often three, face to face meetings. You would have an audit of your affairs produced and a financial plan written. Financial plans are bespoke, taking into account all your financial matters. A financial review with Sonia starts from £3,500. Sonia divides her time between our Newbury and London offices.
We provide a complete ongoing service and Sonia would work with you as your financial planner. You would also have a dedicated office based client manager, managing your financial administration and keeping your financial audit updated.
Awards and accolades
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.
Sonia enjoys travel and spends much of her spare time with her animals, Otto the dog and Sox the horse. Sonia has taken part in a variety of charity events and most recently persuaded the Essential Wealth team to walk 20 miles for the Bliss charity, where we raised over £5,800.