Sonia Laroiya - Financial Adviser
As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering simple effective advice to my clients.
With over 20 years of providing financial advice, for me ultimately, job satisfaction is to fulfill my clients personal goals.
Planning for the financial future is more than just looking at numbers; it’s the people and their personal objectives behind the figures that matter the most.
Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s to enjoy a comfortable lifestyle in retirement, saving for your children’s education, leaving a legacy to your loved one or protecting your income in the event of sickness.
Through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed by having access via a tablet, your smart phone or a computer.
My clients often contact me as and when they need to as I believe in building a lasting relationship of trust and commitment to my clients.
After receiving my Level 4 Diploma from Chartered Insurance Institute, I became a qualified adviser and have also pursued professional courses from CII. Since that time, I’ve continually enhanced my knowledge and expertise through industry events and obtained qualification in the new Pensions Update 2016.
I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.
Areas Served
- Midlands
- South East England
- London
Sonia Laroiya - Financial Adviser
As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering simple effective advice to my clients.
With over 20 years of providing financial advice, for me ultimately, job satisfaction is to fulfill my clients personal goals.
Planning for the financial future is more than just looking at numbers; it’s the people and their personal objectives behind the figures that matter the most.
Recognising that everyone’s personal situations are unique, I will take the time to get to know you and what’s important. Whether it’s to enjoy a comfortable lifestyle in retirement, saving for your children’s education, leaving a legacy to your loved one or protecting your income in the event of sickness.
Through the use of True Potential’s award-winning technology, I can provide straightforward and transparent advice in a simple and convenient way along with giving you 24/7 online access to your complete financial affairs. As a result, you will be better informed by having access via a tablet, your smart phone or a computer.
My clients often contact me as and when they need to as I believe in building a lasting relationship of trust and commitment to my clients.
After receiving my Level 4 Diploma from Chartered Insurance Institute, I became a qualified adviser and have also pursued professional courses from CII. Since that time, I’ve continually enhanced my knowledge and expertise through industry events and obtained qualification in the new Pensions Update 2016.
I encourage you to take the time to explore my website and discover more about my ‘Beyond Wealth Management’ service and how you can benefit.
Areas Served
- Midlands
- South East England
- London