About us

Planning for your future while enjoying your life today gives you the best of both worlds. You get to live the life you want right now. Furthermore, by putting a plan in place, and sticking to it, you know you will be able to cope or adapt should the unexpected happen.

Many of our clients choose to work with Sonar Financial Services because of the one-to-one relationships we build and the jargon-free advice we provide. We'll ensure you're well looked after in the long term, as well as ensuring your goals are met in the short term.

Our Company Values

Do the right thing

We are a filter for your ideas, helping you avoid emotional decisions, without conflict.  Our aim is to ensure that we keep you on track to achieve your financial and lifestyle objectives. 


We do what we say we are going to do.  If something happens to prevent that, we will communicate this to you. 

Act with Integrity

We are honest, transparent and committed to doing what is the best for our clients.  We only work with clients who work in a similar manner to us.

Build Relationships

Relationships deliver results.  We’re about providing a great service and making a difference to our clients.  We will work closely with your professional partners working as one team to avoid duplication, time and cost. 

Challenge & Collaborate

We welcome hard conversations.  This challenges us to challenge you.  We may not always agree but what we do is deliver the best outcome for you. 

Remove the complexity

Financial Services can be full of complex products and ideas.  We aim to remove the complexity so that you fully understand everything we do. 

Why clients choose us

We are specialists

We focus on your needs as a professional footballer. This gives you the reassurance that you are working with someone experienced in advising people like you.

Our fee philosophy

Your initial consultation with us is free of charge. From there, our financial planning service is provided by way of a fixed fee so you know exactly what you will pay us at the outset before any work begins.

Fiercely independent

As we are independent, we can recommend the best financial solutions for you. We have the freedom to choose products from the whole of the market that are bespoke to your needs.

Jargon-free advice

We understand that putting your financial life in order can be complex. Rather than confusing matters further, we will keep things simple, giving you comprehensible advice.

We are highly rated

Our Managing Director Patrick has been included in the 2021, 2022 and 2023 Top Rated Guide of Financial Advisers in the UK as published in the Sunday Times.


Our dedicated app and secure online portal allows clients to link current accounts, mortgages and investments via open banking technology and bring everything together in one place. We also have shared folders allowing us to help you organise all your important documents securely and safely online.

Contact us

If you have any questions or would like to arrange a free initial consultation, please get in touch.

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