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Essential Wealth Management- Sonia Wheeler

Best Female Wealth Adviser 2016 - UK

Sonia is a Chartered Financial Planner who advises Private Clients and builds financial plans for them and their families, mapping out her clients financial lives. Her company, Essential Wealth Management, provides a complete Wealth Management service. Based in Newbury, in Berkshire, and in the city of London, the team look after clients based all around the UK.

Sonia’s clients typically include senior executives, business owners, high profile individuals, London based financiers and retired individuals.

The Best Female Wealth Adviser 2016 has been awarded to Sonia based on the service provided to clients, staff development and her strategy in business.


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