Sonia Marriott

What were the circumstances that caused you to initially look for an adviser?

Change of circumstances i.e. baby, moved house and moved jobs

How has Sonia Marriott helped you?

Income protection, pension transfer and advice, retirement planning, investments advice

Have you seen the outcome you were hoping for?

Yes, protection policies in place, pension transferred, financial plan in place

What could they have done better?

Nothing, Sonia’s advice has been excellent. She was willing to do meetings in the evenings to suit me.

What were the circumstances that caused you to initially look for an adviser?

Sonia is very helpful and professional in what she does.

How has Sonia Marriott helped you?

Sonia has always given me sound advice.

Have you seen the outcome you were hoping for?

Very much.

What could they have done better?

N/A

What were the circumstances that caused you to initially look for an adviser?

Retirement

How has Sonia Marriott helped you?

Primarily Sonia has been able to translate our needs(myself, wife and family)in to plans which have brought us excellent outcomes. Sonia has always taken time and asked pertinent questions to ensure an excellent understanding of our circumstances and our future plans/requirements.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I can think of

What were the circumstances that caused you to initially look for an adviser?

I was keen to follow my father’s advice and start investing my money to make my money work for me long term. Sonia, who manages my father’s portfolio, was happy to take me on and I haven’t looked back since.

How has Sonia Marriott helped you?

Sonia has always been very friendly, extremely knowledgeable and takes the time to explain certain elements that need clarification in a way that’s easy to understand. She has helped me on the path to becoming financially secure for my future, giving me peace of mind that when I retire I can be comfortable whilst making sure that I do not deprive myself of life’s pleasures in the meantime. Sonia has shown me, through guidance and advice, the importance of looking to the future and starting long term goals ultimately strengthening my retirement prospects; something I wouldn’t have necessarily done on my own.

Have you seen the outcome you were hoping for?

I am within the first 5 years of my investment portfolio although I have already seen great potential. Looking to the future, I am confident that this will only improve and therefore this is exactly what I had hoped for.

What could they have done better?

Nothing, Sonia is a credit to her profession.

What were the circumstances that caused you to initially look for an adviser?

Building a pension pot.

How has Sonia Marriott helped you?

Sonia is very committed to and passionate about the financial wellbeing of her clients. She is up to date, patient but quietly assertive about regular reviews (thank you, Sonia!), and is most certainly the human face of the financial sector.

Have you seen the outcome you were hoping for?

I continue to build my pension pot through the business, regardless of taking a longer than anticipated sabbatical for a PhD. Regardless of income and revenue, Sonia is always provides sound and thoughtful advice tailored to individual needs.