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Sonny Kurmi

Adv DipFA

I specialise in offering 'simple yet highly effective solutions for clients that have complex financial needs'. Where I can add the most value is working with individuals such as self-employed, employed, legal professionals, and those that are in retirement.

About

I have worked in financial services for over 14 years within both the UK and internationally. This has allowed me to gain a wealth of knowledge, enabling me to offer a truly holistic financial solution to every client.

Based in Cambridge, my emphasis is on maintaining a long-term relationship with my clients and providing them with a source of trusted advice as their financial needs evolve over the years.

As a Chartered Associate of the London Institute of Banking and Finance, I undertake on-going professional development, which means clients can have the utmost confidence in the quality and standard of advice I provide.

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Chartered Associate - LIBF

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We offer an excellent wealth management service which will help you achieve your goals

Mortgages and specialist banking
Finding the right mortgage for you can be a minefield. So we offer practical, clear advice on mortgages, loans, and financing, plus access to specialist banking services.

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More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 04/08/2022

The 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.