Sonny Kurmi  Adv DipFA

S K WEALTH SOLUTIONS

07931 504 807

01223 607 700

sonny kurmi

I specialise in offering ‘simple yet highly effective solutions to complex problems’ and welcome the opportunity to help start ups to established companies, non-professionals to professionals, and company directors to retired clients.

I have worked in financial services for over 12 years within the UK and Internationally. I have gained a wealth of knowledge enabling me to offer a truly holistic financial solution to every client.

As an Associate Partner Practice of St. James’s Place Wealth Management based in Cambridge, my emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.

FCA regulated

Over 12 years experience

No-obligation, one-hour initial consultation

Restricted advisor

Covers Cambridge, St Albans, Milton Keynes, Peterborough and Letchworth Garden City

 

 

Areas of expertise:

Protection

Savings & Investment Planning

Retirement Planning

Inheritance Planning

LOCATION

S K Wealth Solutions

8200 Cambridge Research Park

Beach Drive

Waterbeach

Cambridge

CB25 9TL

 

 

SERVICES

S K Wealth Solutions provides a broad range of financial planning services including:

Protection

Savings & Investment Planning

Retirement Planning

Inheritance Planning

retirement planning

QUALIFICATIONS

Sonny has worked in financial services for over 12 years and is qualified to offer advice in a number of areas.

Advanced Diploma for Financial Advisors

Certificate in Financial Administration

 

qualifications

REVIEWS

Read client reviews and ratings for this advisor.

Create your own review for this advisor.

  
 

READ & CREATE REVIEWS

 

 

reviews

 

 

The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.
Your responsibility Please note that whilst Financial Advisor Finder undertakes to ensure that the information provided on this website is correct, it is your responsibility to confirm its accuracy with the financial advisor. Any decisions you may take after contact with a financial advisor must be made by you on the basis of your own investigations.