About Us

Established in 2017, the young team at Sonas Wealth Management has many years’ experience providing practical financial planning advice to people, families and businesses in Dundee, Angus and surrounding areas.

We provide advice across a wide range of services including investments, savings and protection. We also provide a range of services to employers assisting with employee benefits. We are committed to putting clients at the heart of everything we do and to developing long-term relationships with our clients. This is achieved by ensuring that we understand the individual needs of each client, and to implementing tailored financial plans to address those needs. Our overall aim is to bring you happiness with your own financial planning to ensure you have the plan in place to allow you achieve your goals.

At Sonas Wealth Management, we pride ourselves on the friendly and approachable nature of our advisers and staff, and on playing an integral part of the local community.

 

Want to know more?

Call us for a friendly chat on 01382 808 080 or email: plan@sonaswealth.com