Sonia Marriott

When you love what you do it doesn’t feel like work. I’m one of those lucky people who really enjoys their work. My name is Sonia, I have a little daughter, Ava. She is a little bundle of joy and keeps me very busy when I’m not in work! Having studied Law at University I took a summer job in Banking which quickly lead to me being a fully qualified Financial Adviser. I never looked back and decided this was the career I would have until I retire! During my 16 years working in this industry so far, I managed a team of Financial Advisers across a Region but always missed being in the adviser seat myself. After having my daughter, I decided to go back to face to face advice and joined Holleron Wealth Management who work towards the same standards as I do. Holleron Wealth Management merged with Sovereign Wealth in December 2023. I am passionate about building long-term relationships with my clients and really helping them understand their financial goals, then implementing strategies to help them get there. The biggest achievement for me is when a client refers a friend or family member because they are confident in the service, advice and care that I show to them. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx