Sonny Lama
Chartered Financial Planner | MSc | DipPFS

Sonny has been in the Financial Services Industry since 2007, starting his career as an Account Manager with HSBC, and working thereafter for other large banks and Insurance companies including RBS/NatWest, Standard Life and the Just Group.

He considers himself fortunate to be in a position where he can embark on a financial journey with his client, offering advice, finding options and solutions to resolve any financial constraints they might encounter, helping them gain satisfaction and, most importantly, peace of mind. Sonny believes that trust is the cornerstone of all relationships, and building that trust with his clients through management of their finances, has always been his biggest accomplishment.
Besides work, he loves travelling and spending time with his friends and family. He enjoys listening to different genres of music but if you ask him to choose...Pink Floyd, Led Zeppelin, Iron Maiden, and AC/DC would be right at the top.

Sonny has an (MSc) in Management from the University of Strathclyde and also holds a Level 4 Diploma in Financial Planning. Sonny is nearing completion of his Chartered Financial Planner qualification and is on track to being awarded the Fellowship - the highest qualification in the Financial Services Industry.

Lastly, Sonny would like to end with one of his favourite quotes:
“A Ship in harbour is safe, but that is not what ships are built for”. - J.A Shedd
Contact Details

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