Bhavisha Soni

I am an Independent Wealth Planner and have over 15 years of working in the personal finance industry. I am a Chartered Financial Planner and have Advance Diploma in Financial Planning with Personal Finance Society. As I have started working from the grass root level, I understand the importance of small details and the difference it makes. Based in Bromley and cover London and Southeast region, but I help clients all over the country. Over the years, I have helped several clients navigate the complexities of investments, pensions and estate planning by answering some key questions like - - What more can I do with my savings and investments? - Is my retirement fund enough? - Will I be able to take care of myself and my wife/husband if we need care? - What will happen to my children and family members if I am no longer here? - Will I be able to pass meaningful sum to my children without burdening them with tax? I specialise in providing holistic financial planning advice by covering simple and complex matters for my clients and families with vulnerable members and (Special education needs and disabilities) SEND children. Bespoke solutions catered to meet the needs of my clients have given them reassurance and peace of mind. In addition, I make them aware of the shortfall and gaps and ways to mitigate it. Key areas of financial planning: - SEND/Vulnerable person advice - Savings and Investment - Retirement - Estate/Inheritance/Trust - Protection - Long-term Care - Equity Release - Mortgages - Cashflow The process I follow is simple: - Clarity - I will find out more about you, what are the areas of concern and what you are looking to achieve. - Analyse & Recommend – I will analyse, research, and present my bespoke recommendation to you. - Implement & Monitor – Once the recommendation is agreed upon, I will implement and monitor the advice to ensure that recommendation remains suitable. My expertise lies in sourcing the best solution for you and help you understand the ‘reason why’ without making it complex. If the above sounds familiar and you feel like I am already talking to you or if you would like to know more about how financial planning can help you, then we should have a chat! You can contact me by dropping a message on LinkedIn, via email on bhavisha.soni@successionwealth.co.uk or call me on 07860 520 753.