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Who will I be dealing with?

Who will I be dealing with?

We have financial advisers based across the UK (including Scotland and Northern Ireland) providing nationwide coverage.

Sonia Mankoo - FPFS, Chartered Financial Planner

In 1998, Sonia began her career in financial services joining the advisory division of one of the UK’s largest banks, quickly qualifying as an adviser. In 2008 Sonia joined the advisory team at Hargreaves Lansdown and has since achieved Chartered status with the Chartered Insurance Institute (CII) and became a Fellow of the Personal Finance Society (PFS).

FCA reference number: JSM00052

Sonia Mankoo

Qualifications

  • Diploma in Financial Planning
  • Fellow, Personal Finance Society
  • CF8 Long term care
  • AF1 Personal tax and trust planning
  • AF3 Pension planning
  • AF4 Investments
  • AF5 Financial planning process

Areas of advice

  • Savings and investments
  • Business investments
  • Funding retirement
  • Trustee investments
  • Pension transfers
  • Estate planning
  • Taking retirement benefits
  • Long-term care planning
  • Protection

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