Sonny Kurmi Adv DipFA
S K WEALTH SOLUTIONS
07931 504 807
01223 607 700
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.
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
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
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