Sunny Sonpal

Financial Planner & Director

sunny@colfinancial.co.uk

07966 422645

Important details

Qualifications FCA Register

On the job

Sunny specialises in delivering clear, down-to-earth financial planning for clients of all ages, making even the most complex concepts simple to understand.

He takes pride in the long-term relationships he has built and the service his clients refer their family and friends to. He’s deeply involved in developing Collective’s trainees, guiding them in the field and watching them grow into confident, competent advisers.

Off the clock

Sunny is a lifelong Leeds United fan who enjoys cricket, golf, and the gym. When he’s not travelling, you’ll find him out walking Evie the dog and spending time outdoors.

Spotlight questions

My proudest moment as a financial planner was:

As a Financial Planner my proudest moments are when clients say ‘Thank you very much, I now understand’.

The three things I love most about my job are:

The team I work with at Collective and the culture we have, meeting new and existing clients, and the satisfaction that I have helped someone.

If you could have dinner with any historical figure, who would it be?

Barrack Obama. I admire his gravitas, his clear thinking, and his achievements.

If you could master any skill instantly, what would it be?

Public speaking.

What’s a destination still on your bucket list?

Australia.

What’s a film or TV series you never get tired of watching?

Only Fools and Horses.

What’s a fun fact about you that surprises people?

I appeared on an episode of Songs of Praise!

Your team

The people behind your financial journey

We’re a team of professionals with unique experiences and specialities, which collectively allow us to deliver a truly holistic service. Whether we're working behind the scenes or discussing financial planning or mortgages with you, we're each committed to putting you in control of your financial future.

Meet your team