Working For You

Sophie is a Paraplanner, providing technical and administrative support to our Financial Advisers.

Sophie provides technical and strategic support to assist clients in achieving their financial goals. Sophie made the transition to paraplanning following a role as a Client Relationship Manager within wealth management. Her background in client relationship management gives her a strong foundation in understanding adviser and client needs, which allowed her to seamlessly transition into her current role.

Sophie is diploma qualified in financial services and is proud to have achieved Platinum Accreditation within St. James’s Place. These qualifications, combined with her experience, allow her to deliver quality financial planning support.

When she’s not at work, Sophie values spending time with her young family and getting stuck into renovating her house. When time allows, Sophie can be found going on long, head-clearing runs.