Umesh Sonigra

My role

As a Paraplanner, I play a pivotal role in supporting Financial Planners to deliver advice that makes a real difference to clients’ lives. By combining technical expertise with a client-centric approach, I help ensure that every recommendation is aligned to each client’s unique goals and aspirations, empowering them to build financial confidence for today and the future.

Background

I have worked in the financial services industry for over two decades, gaining extensive experience across a variety of roles, including providing both financial and mortgage advice. This diverse background has enabled me to develop a broad range of skills, technical knowledge, and industry expertise.

I believe these experiences have been instrumental in my career progression to date and have provided me with a strong foundation for continued growth. I am now focused on building upon this experience and expertise as I continue to develop my career with Balance Wealth, contributing to the ongoing success of both the business and its clients.

What’s important to me

Outside of work, I enjoy spending quality time with family and friends, particularly with my four-year-old daughter, who certainly keeps me on my toes and brings plenty of energy and fun to every day.

I am an active individual and enjoy maintaining my physical and mental wellbeing through regular gym sessions, running, and long walks. I also have a real passion for music and enjoy attending live music events whenever I can, appreciating both the atmosphere and the opportunity to experience a wide range of artists and genres.

Qualifications

Throughout my career, I have achieved several professional qualifications, including the Diploma in Regulated Financial Planning, the Certificate in Mortgage Advice, the Certificate in Equity Release, and the Award in Long-Term Care Insurance. These achievements reflect my commitment to developing the technical knowledge and expertise required to provide high-quality support within the financial planning profession.

Looking ahead, I am passionate about continuing my professional development and further enhancing my knowledge. I am currently working towards achieving Chartered Financial Planner status, which I see as an important milestone in my career and a testament to my dedication to delivering excellence for both clients and colleagues.