Bhavisha Soni

Chartered Wealth Planner

Based in London Borough of Bromley


Advance Diploma in Financial Planning (APFS) 

Regulated Diploma in Financial Planning (Dip PFS) 

Certificate in Financial Planning (CertPFS)


Bhavisha joined Succession in June 2023 and has worked in Financial Services for over 10 years. She is a Chartered Financial Planner and holds the Advance Diploma in Financial planning with the CII. She provides a personal financial service to individual clients, families on key aspects of financial planning such as retirement, investment, trust, estate/inheritance tax planning, tax, protection and cash flow planning.

Outside work I enjoy travelling, long walks and solving puzzles.

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