Hi, I’m Sophie. 

I am a fully qualified Level 4 Financial Adviser, having completed qualifications with the Chartered Insurance Institute (CII), member of the Personal Finance Society, and am currently on the road towards Chartered status. I’m also recognised by the European Financial Planning Association (EFPA) as a qualified European Financial Advisor™ (EFA).

My mission is to Educate, Inspire, and Motivate people to take positive steps towards achieving Financial Security. 

Growing up, I felt that there was a lack of Personal Financial Education being taught; and unfortunately it’s still the case.

Understanding Personal Taxation is not an essential topic in schools, so most people end up having to figure it out themselves. On top of that, Pensions are one of the most complex investments vehicles, yet they are fundamentally important in ensuring people do not live in poverty when they Retire. 

I’m passionate about sharing knowledge and advice on how people can better Manage, Grow and Protect their money