How Sophie supports you
Sophie’s career in financial services started in an admin role, following completing her degree in history, she then progressed to a paraplanner, then paraplanning manager, and achieved her diploma to qualify as an adviser.
Her expertise include pensions, investments & protection planning.
Sophie specialises in working with at retirement clients, she finds it incredibly rewarding to help people achieve their retirement objectives.
A little more about Sophie
Away from the office, Sophie enjoys spending time with her family and their two toy poodles.
Sophie keeps fit by running or swimming and enjoys socialising with friends.
Sophie is always up for taking on a home improvement project whether it is putting up some panelling or landscaping a garden.
Sophie in numbers
730
cups of Yorkshire tea drunk each year.
2,340
km spent walking my dogs each year.
15
financial services exams passed.
The people who make it all possible
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Top-Rated Firm
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