Sonal Trivedi

Technical Administrator

About Sonal's experience

Day to day, Sonal supports the planning team in arranging clients’ financial needs and wants, alongside managing their data and interacting with investment providers.

As one of our technical administrators, Sonal keeps the wheels turning during the financial planning process. With her friendly approach, she reaches out to new clients to e-sign client agreements and handles all the essential ID verification checks. When it’s time to put recommendations into action, Sonal liaises with providers to make everything happen as smoothly as possible, updating clients along the way. If information needs to be gathered on existing products held, Sonal will send Letters of Authority and liaise with the providers to obtain information promptly.

Away from the office

When she’s at home, Sonal loves to bake and cook by trying out new recipes and making her own creations.

During the spring and summer months, Sonal likes to explore the great outdoors.

We asked Sonal

Your favourite holiday destination?

Playa del Carmen in Mexico

Which fictional character would you be?

Sabrina Spellman

Which three people would be at your dream dinner party?

Candace Owens, Cher and Piers Morgan (for entertainment purposes only)

What are three things that make your day better?

Seeing my son’s face and hearing his sweet giggle, a strong tea and ticking things off my to-do list