Rajiv Soni — Independent Financial Advisor in West Midlands, East 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
- Inheritance Planning
- Investment Management
Qualifications
FCA Qualified
Regulation
Rajiv Soni is FCA-verified (firm: Mattioli Woods).
Frequently Asked Questions
Is Rajiv Soni a regulated financial advisor?
Yes. Rajiv Soni is FCA-verified and authorised under Mattioli Woods, meaning they are authorised and regulated by the Financial Conduct Authority to provide financial advice in the UK.
What financial services does Rajiv Soni offer?
Rajiv Soni offers Retirement planning, IHT planning, Sharia-compliant advice, Mortgages, Insurance.
Where is Rajiv Soni based?
Rajiv Soni is an independent financial advisor based in West Midlands, East Midlands, serving the E, EC, N, NW, SE, SW, W, WC postal areas.
Does Rajiv Soni offer a free initial consultation?
Yes. You can book a free, no-obligation initial consultation with Rajiv Soni directly through their Trusted Advisor profile.
What qualifications does Rajiv Soni hold?
FCA Qualified
How do I book a meeting with Rajiv Soni?
You can book a free initial consultation with Rajiv Soni directly from their Trusted Advisor profile by selecting a time that suits you. There is no charge for the initial call.