Sophie has worked in the financial services industry for twelve years and brings a wealth of knowledge to her role as a qualified Financial Planner.

Her main role includes meeting with clients every day to help them and their families plan a bespoke and successful financial future. You will find she always goes the ‘extra mile’ to make sure her clients get the best possible service and are always well informed.

Sophie’s unique relaxed and friendly style of working always makes dealing with tough financial issues a pleasure.