Rajiv Soni — Financial Adviser in Midlands
About Rajiv Soni
Rajiv Soni is a Wealth Management Consultant at Mattioli Woods, helping individuals, professionals and business owners make sense of complex financial decisions. His philosophy is simple: the best financial advice speaks your language, not just your balance sheet. By translating technical concepts into clear, practical guidance, he helps clients feel confident about their financial future, regardless of their level of financial knowledge. After graduating with a degree in French and Spanish, Rajiv initially planned to become a translator. Instead, a personal understanding of the realities of student debt and financial responsibility led him into financial services. Since joining the profession in 2010, he has built his career from banking into wealth management, developing long-term relationships based on trust, empathy and straightforward advice. His language skills continue to benefit many of his clients, allowing him to communicate in French, Spanish and Gujarati where needed. Rajiv believes the best advice starts with understanding the person, not the portfolio. He takes the time to learn about each client's circumstances, ambitions and concerns before recommending a financial strategy. Whether discussing retirement, investments or inheritance planning, his priority is helping clients feel heard, understood and supported. For Rajiv, financial planning is about improving lives, not simply managing wealth. Outside of work, Rajiv enjoys spending time with his wife and two children, keeping active at the gym and maintaining a regular meditation practice. He is also passionate about teaching his children the value of money from an early age, believing financial confidence begins with education.
Services
- Retirement planning
- IHT planning
- Sharia-compliant advice
- Mortgages
- Insurance
Specialisations
- Retirement Planning
- Investment Management
- Tax Planning
- Inheritance Tax Planning
- Pension Planning
Qualifications
Diploma in Regulated Financial Planning (CII)
Regulation
Rajiv Soni is FCA-verified (firm: Mattioli Woods).
Frequently Asked Questions
Is Rajiv Soni an FCA-regulated financial advisor?
Yes. Rajiv Soni is FCA-regulated and verified by Trusted Advisor. We re-check every advisor's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Rajiv Soni offer?
Rajiv Soni offers Retirement planning, IHT planning, Sharia-compliant advice, Mortgages. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Rajiv Soni?
Fees vary depending on the service, the complexity of your situation and the assets involved. Rajiv Soni will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial advisor?
Rajiv Soni is an independent financial advisor, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with Rajiv Soni?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Rajiv Soni directly through the contact form.
Does Rajiv Soni work with clients outside Midlands?
Many of the advisors on Trusted Advisor work with UK clients remotely as well as in person. Rajiv Soni is based in Midlands but you can confirm preferred meeting locations and video options when you book your initial call.