Bhavisha Soni
Chartered Wealth Planner
Based in London Borough of Bromley and Amersham
Advance Diploma in Financial Planning (APFS)
Regulated Diploma in Financial Planning (Dip PFS)
Certificate in Financial Planning (CertPFS)
Bhavisha joined Succession in June 2023 and has worked in Financial Services for over 10 years. She is a Chartered Financial Planner and holds the Advance Diploma in Financial planning with the CII. She provides a personal financial service to individual clients, families on key aspects of financial planning such as retirement, investment, trust, estate/inheritance tax planning, tax, protection and cash flow planning.
Outside work I enjoy travelling, long walks and solving puzzles.
Book a meeting
It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.
Thank you for submitting your details. We’ll be in touch to arrange a convenient meeting time for you.