Bhavisha Soni

Bhavisha Soni is a Chartered Wealth Planner at Succession Wealth, with experience focused on creating and implementing bespoke financial plans to help clients achieve their financial goals. With a background as a Chartered Financial Planner at MPL Wealth Management Limited, Bhavisha specialized in investment advice and client recommendations, leveraging in-house and external discretionary fund managers (DFMs). Prior roles include Paraplanner positions at Foster Denovo and London & Capital, as well as a Trainee Assistant Consultant role at NLP Financial Management. Earlier experience includes client support and administration in various financial institutions. Bhavisha holds a Master’s degree in Human Resources Management from Robert Gordon University and a Bachelor of Science in Mathematics and Computer Science from Calcutta University.