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01382 808 080 plan@sonaswealth.com
  • Home
  • About Us
    • Who we are
      • How we help you
      • What to expect as a client
      • Wealth Platform
    • About Us
    • Meet the team
  • Our Services
  • Calculators
  • Contact Us
  • News

Month: March 2019

Time to top up your ISA?

26 March 2019

Trends in baby boomer retirement plans

25 March 2019

Gifting early to avoid IHT

25 March 2019

Number of working women aged 60-64 has doubled

19 March 2019

Self-employed? Prioritise your pension in 2019

12 March 2019

How to side-step retirement remorse

8 March 2019

Shared ownership and tax relief

8 March 2019

First-time buyers get two more years to benefit from Help to Buy

8 March 2019

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24 South Tay Street
Dundee
DD1 1PD

 01382 808 080

 plan@sonaswealth.com

Sonas Wealth Management is an appointed representative of Sandringham Financial Partners Ltd (‘Sandringham’) which is authorised and regulated by the Financial Conduct Authority. FCA Number: 581304. Registered Office: 5th Floor, 30 Market Street, Huddersfield, West Yorkshire, HD1 2HG. Registered in England and Wales No: 08022795. VAT Registered: 153 0427 42.

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

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