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Richard Forde

Phone 01382 808080

Mr. Richard Forde
Sonas Wealth Management
24 South Tay Street

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Richard Forde

Sonas Wealth Management
Chapter: Ultimate (Dundee)

Financial, Financial Advisor

My BusinessWe provide financial planning advice to private clients and employee benefit and investment advice to corporate clients. We specialise in Auto Enrolment for corporate clients

Ideal ReferralAt retirement clients Clients with IHT problems Employers with Auto Enrolment needs

Top ProductDon't underestimate the benefit of a good ISA

Top Problem SolvedSaved a client almost £800,000 in Inheritance tax

My Ideal Referral PartnerAccountant, lawyer, HR consultant, Business Coaches