With a background in pensions’ management, Sophie brings this specialist experience to Wills & Trusts and our clients. She holds the Diploma in Regulated Financial Planning and is a registered adviser with the FCA, seeing clients in both an advising and non-advising capacity as part of our Advice Team.
Sophie works with clients daily, implementing plans and keeping them up to date. Her unique relaxed and friendly style of working always makes dealing with tough financial issues a pleasure.
Sophie also supports your adviser with research, reporting and analysis so that your financial and estate plans achieve everything you require.