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

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

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.

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