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Sonia Bholah
I have worked in the Financial Services industry for over 20 years and joined TPO’s London office as a hybrid Team Leader/Client Services Associate in September 2016.
I have a passion for delivering excellent customer service and communicating effectively to ensure all clients are kept up to date during their journey with TPO.
What drives me?
I enjoy working with a wide range of clients no matter how unique their situation, and pride myself most in going above and beyond to deliver an exceptional experience. I am proactive and have a high attention to detail.
I am married and recently became a mum for the first time, so I'm enjoying my new role and seeing how our little boy is changing - on a daily basis!
I enjoy travelling abroad (on pause for now!) and experiencing different cultures, walking, yoga and spending time with family and friends.
How I can help you
- I ensure client annual review meetings are set up and scheduled with advisers.
- I keep clients updated on any transactional business, working with their adviser.
- I proactively call clients to check if there's anything they need.
Meet our expert team
Our team members have extensive experience in the UK financial and investment industries. From specialists to support members, The Private Office is home to some of the finest Chartered independent financial advisers in the UK.