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.
Accountable
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 TECHNOLOGY
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.
Our team
Patrick is the driving force behind Sonar Financial Services, with a passion for helping his clients achieve the lifestyle they desire, whilst working towards their professional goals. Patrick believes in, and works hard to develop long lasting relationships with his clients to ensure they are supported throughout their careers.
Tracey has been involved in financial services for the last 20 years and during this time has held a variety of senior management and board positions. She ensures the firm has the most robust systems and processes in place and holds both the Certified and Chartered Financial Planning qualifications.
Tracey likes a good challenge and has fished for piranhas in the Amazon and is a member of the 5G Club having completed the bobsleigh and skeleton on the Olympic track in Lillehammer.
Aleks provides Sonar with the technical and paraplanning support for our clients. She has over 15 years’ experience working in financial services for both small and large organisations. She was named Student of the Year 2017 in the CII examinations at Advanced Diploma Level by the Insurance Institute of Bournemouth and is a Chartered Financial Planner
If she is not paraplanning, she can be spotted Nordic Walking across the beautiful Wiltshire fields, listening to one of many podcasts or baking with her 12-year old daughter.
Joanna has worked in Financial Services since 2004. She started at Royal Bank of Scotland and first met Patrick our MD in 2009 when they worked together. From there she moved to Handelsbanken and St James’s Place prior to joining Sonar. Her main role at the firm is Client Relationship Management managing our client’s day to day queries.
Outside of work Joanna spends time with her family, she has 3 young children who love being outside. Besides this she enjoys running, going to the gym, reading, and spending time with her friends.
Ian’s role at Sonar is to ensure the firm keeps up to date with all the regulatory changes (which are a lot!) and to ensure the advice that the firm gives is exceptional and compliant.
With over 20 years’ experience within financial services, he has worked for both small and large IFA firms as Compliance Manager and T&C Supervisor and brings a wealth of experience to the Sonar team.
If you have any questions or would like to arrange a free initial consultation, please get in touch.
