A Different Approach
Three Pillars
01 Clarity
Understand your financial position today to empower your options for tomorrow.
02 Planning
Turn your ambitions, responsibilities and resources into a considered plan for the years ahead.
03 Confidence
Make decisions knowing you understand the implications - not because you've been overwhelmed by jargon.
A Fairer Way To Charge
The size of your portfolio shouldn't determine the price of a piece of advice.
At Sonder Wealth, the initial fee reflects the work required - not an arbitrary percentage of the money you happen to have.
You'll understand the cost before deciding whether to proceed, with no hidden extras along the way.
What Clients Say
Professor Richard Watson, Southampton, Hampshire
What Clients Say
Graham and Erin Lewis, Richmond, London
What Clients Say
"We can't recommend Steve enough!
His relaxed, professional, honest approach made us feel at ease straight away. He has a great way of making you feel part of your life's decisions as he explains everything in a simple way so that we can understand. Steve gives us the confidence and reassurance that the plans put in place are 100% with our very best interests at heart."
Richard and Natalie Warner, Sandhurst, Berkshire
FAQs
An independent financial planner looks at your wider financial circumstances, goals and future plans before recommending an appropriate course of action. At Sonder Wealth, this begins with understanding what is important to you, then bringing together areas such as cashflow planning, investments, retirement, protection and legacy planning into one considered financial plan.
No. Financial planning can be valuable at many different stages of life and is not only for people with very large investment portfolios. Sonder Wealth works with individuals, couples, professionals and entrepreneurs who want greater clarity around their finances, whether they are building wealth, approaching retirement, investing existing assets or planning for the future.
You do not need to wait until retirement or until you have accumulated a particular level of wealth. People often seek financial planning when their circumstances are changing, when financial decisions are becoming more complex, or when they simply want a clearer understanding of whether they are on track for the future they want.
Financial planning can help bring together different areas of your financial life, including investments, pensions, retirement planning, protection, cashflow, family commitments and legacy planning. The aim is to understand how those pieces interact and build a strategy around your wider life rather than looking at each decision in isolation.
Sonder Wealth is based in Oxfordshire and given their existing clientele and background, is also prominent in Hampshire and London. Sonder Wealth are able to work with clients across the UK with meetings held at your home, place of work, or remotely.
Let's start a conversation.
You don't need to know exactly what you need before getting in touch.
That's part of the conversation.