Sophie joined the team in November 2015, from another IFA firm. Having graduated from the University of Stirling in 2014 with a BA (Hons) in History, she achieved the Diploma in Regulated Financial Planning in July 2018. Sophie has started working towards the Advanced Diploma qualification in Financial Planning, with a view to achieving Chartered status. Through the process of doing this, she has also achieved the other accreditations mentioned below.

As well as being one of our financial planners, Sophie is also our Paraplanning Manager, which means she oversees and distributes paraplanning work within the paraplanning team.

Accreditations and memberships

  • Diploma in Financial Planning (DipPFS)
  • Certificate in Para Planning
  • Member of the CII

Away from the office

In her spare time Sophie enjoys socialising with friends. She is also a keen adrenaline junkie, having already done a skydive for charity and a bungee jump to name a few. Sophie and her husband tied the knot in 2021 after having to delay it for over a year.

The official bit

All financial advisers must be registered with the Financial Conduct Authority (FCA).

You can view Sophie’s entry on the FCA Register by clicking here.

Furthermore, all advisers must be issued with a valid Statement of Professional Standing (SPS) which confirms that they continue to satisfy stringent requirements to act as a financial adviser.

An adviser’s SPS must be renewed annually. We can provide you with a copy of the SPS on request.