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About.

Since our inception, Sorella Wealth Partners has been
focused on addressing the unique needs faced by Women, helping them gain confidence and clarity to make effective financial decisions with long-term impact.

Sorella Wealth Partners is a boutique financial planning firm offering a comprehensive suite of services tailored to the unique financial needs of women, as well as digital and tech professionals.

 

Launched in March 2025, Sorella was founded to challenge outdated wealth management models—specifically those that have long underserved women and fail to support individuals navigating volatile or concentrated asset exposure, such as those in tech.

 

We operate out of Manchester and work remotely with clients across the UK, ensuring accessibility and flexibility for the modern client.

 

At Sorella, our mission is to empower women to achieve financial independence and long-term security. We provide bespoke wealth management solutions designed around each client’s individual needs, goals, and aspirations.

 

Our team offers expert guidance and support, helping women navigate every stage of their financial journey with clarity and confidence. We specialise in serving women through all stages of life—whether you're building wealth, planning for retirement, or thinking about legacy.

 

We recognise the distinct financial challenges women often face—such as the gender pay gap, career breaks, and greater longevity—and we craft strategies that reflect these realities.

 

We also support tech and digital professionals with complex financial profiles, including equity compensation, crypto holdings, and concentrated asset positions.

 

Our personalised approach ensures your plan reflects the unique structure of your wealth, allowing you to make informed decisions with confidence.

 

At Sorella, we’re more than financial advisors—we’re your trusted partners in building a secure and meaningful future. Our holistic approach ensures your financial plan is aligned with your values, ambitions, and lifestyle. Together, we’ll help you gain clarity, build confidence, and live life on your own terms.

Kelly To 

Founding Director & Wealth Planner

Kelly brings a decade of experience in the Private Wealth Management industry, with a strong focus on helping individuals navigate complex financial landscapes. She has had the privilege of working in both Singapore and London, two of the world’s leading financial hubs, which have shaped her professional journey and provided her with a global perspective on wealth management.

Throughout her career, Kelly has specialised in areas such as Investment Management, Retirement Planning, Lifestyle Modelling, Risk Management, Wealth Structuring and developing Tax Optimisation Strategies. She develops tailored strategies that address the unique financial challenges faced by  women, as well as professionals in the fast-evolving digital and tech sectors. Her expertise lies in developing accumulation and decumulation strategies, as well as managing wealth tied to equity compensation and startup exits. Kelly helps clients build long-term financial security in an ever-changing world. Whether supporting entrepreneurial ambitions, planning for generational wealth, or creating a sustainable legacy, she ensures that the financial strategies reflect what matters most to each client.

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© 2025 Sorella Wealth Partners Limited

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