Sonia Mankoo
Chartered Financial Adviser
FCA reference number: JSM00052
I am a Chartered Financial Planner with over 26 years’ experience in wealth management, investment management, estate planning, trusts as well as pensions and long-term care planning. I find a great sense of achievement in breaking down complex issues and making it easy for my clients to understand how best to move forward.
I am a Chartered Financial Planner with over 26 years’ experience in wealth management, investment management, estate planning, trusts as well as pensions and long-term care planning. I find a great sense of achievement in breaking down complex issues and making it easy for my clients to understand how best to move forward.
Expertise
Financial planning Pensions and retirement planning Investment management Long-term care planning Estate planning and inheritance tax planning Trusts
Qualifications
- Advanced Diploma in Financial Planning
- Fellow of the Personal Finance Society
Region and method of advice
Based in the South West, I offer in-person meetings with clients in Devon and Cornwall. I also offer remote meetings by phone or video call to accommodate different preferences and for those who live outside this catchment.
Based in South West
In-person meetings
Phone and Video call
Region and method of advice
Based in the South West, I offer in-person meetings with clients in Devon and Cornwall. I also offer remote meetings by phone or video call to accommodate different preferences and for those who live outside this catchment.
Approach and experience
Specialising in wealth management, estate planning, trusts, investments, pensions and long-term care planning.
My focus is on crafting tailored strategies aligned with each client's unique financial goals. I stay ahead of industry trends to guide clients through complex financial decisions.
I gain great satisfaction from helping clients achieve their aspirations and objectives to enable them to enjoy their retirement, maintain their financial independence and to preserve and pass their wealth onto their family.
I do this by actively listening, taking the time to really understand where my client is trying to get to and break down complex financial concepts into plain language.
I like to understand what motivates and drives my clients by getting into the finer detail of their financial planning. I find it particularly rewarding to be able to explain complex issues to clients, in a way that relates to them and which they can understand.
We have enjoyed and appreciated your valuable advice over the years. Particularly your great skill in explaining difficult financial concepts clearly in plain language. The wisdom of your advice is evident in our financial gain, and we hope to enjoy your friendship and wise counsel for many years to come.
Dr and Mrs Mann
Brilliant, very efficient. Thank you Sonia for explaining so clearly. You are excellent at your job.
Mr and Mrs Beach
Personal interests
In my spare time I love to travel as much as I can. I also really enjoy running and playing the piano at home.