Sonja has more than a decade’s experience providing independent financial advice to clients at Milsted Langdon Financial Planning and almost three decades of knowledge gained in the financial services industry.
Her main focus is helping clients achieve their own financial goals by providing guidance through holistic financial planning. This may involve planning for the unexpected; such as life assurance, critical illness and income protection, or maximising tax efficiency and growth of wealth through pension planning, savings and investments. Sonja also provides advice on more complex areas of financial planning such as Inheritance Tax planning.
Sonja not only provides support to individuals, but also to businesses and other organisations providing specialist seminars aimed at helping staff not only to understand their pension scheme but also how to plan for their retirement. Specialist niche areas include the Teachers and Local Government pension schemes. She also provides support in the way of business protection and employee benefits.
Sonja strives to build lasting relationships with her clients ensuring their objectives continue to be met as their lives and circumstances change. Sonja is extremely approachable with a ‘can do’ attitude. She often goes that ‘extra mile’ for her clients, making sure that they remain not only happy, but also confident in the advice they receive.
She is a member of The Personal Finance Society and Chartered Insurance Institute.