Sonny Kurmi
Adv DipFA, Chartered LIBF
Sonny specialises in offering 'simple yet highly effective solutions for clients that have complex financial needs'. Where he can add the most value is working with individuals such as self-employed, employed, legal professionals, and those that are planning for retirement.
Sonny started his career in financial services in 2008, became a UK qualified Financial Adviser in 2017 and achieved Chartered status in 2020.
About
Sonny has worked in financial services for over 15 years within both the UK and internationally. This has allowed him to gain a wealth of knowledge, enabling him to offer a truly holistic financial solution to every client. Based in Cambridge, his emphasis is on maintaining a long-term relationship with his 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, he undertakes on-going professional development, which means clients can have the utmost confidence in the quality and standard of advice he provide.
Accreditations
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.
Click on the accreditations for more information
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.
