Sonia Cross - Financial Adviser

I am a Chartered Financial Planner and a Fellow of the CII.

In my role as Chartered Independent Financial Adviser I have unrestricted and unbiased access to the whole financial services market so that I can always help to find the most appropriate solution for my clients.
I can be contacted either on my mobile 07508 062 852 or by email – soniacross@tpllp.com

I provide high quality advice in all areas of financial planning on both a corporate and personal nature across the following main areas:
Corporate and Personal Protection
Corporate and Personal Investments
Retirement Planning
Inheritance Tax Planning

I have CII exams at Diploma and Advanced levels in Tax and Trust Planning, Business Planning, Pension Planning and Investment Planning.

 

 

Sonia Cross Financial Adviser

Areas Served

  • North West England

Sonia Cross - Financial Adviser

Sonia Cross - Financial Adviser

I am a Chartered Financial Planner and a Fellow of the CII.

In my role as Chartered Independent Financial Adviser I have unrestricted and unbiased access to the whole financial services market so that I can always help to find the most appropriate solution for my clients.
I can be contacted either on my mobile 07508 062 852 or by email – soniacross@tpllp.com

I provide high quality advice in all areas of financial planning on both a corporate and personal nature across the following main areas:
Corporate and Personal Protection
Corporate and Personal Investments
Retirement Planning
Inheritance Tax Planning

I have CII exams at Diploma and Advanced levels in Tax and Trust Planning, Business Planning, Pension Planning and Investment Planning.

 

 

Areas Served

  • North West England

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Protection

Protecting you and your family from unforeseen circumstances is essential now, and in the years to come.  I can provide protection cover in the various forms of life, critical illness and disability solutions as well as guidance on Inheritance Tax.