About Us Meet Our Team
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 will now start working towards the Advanced Diploma qualification in Financial Planning, with a view to achieving Chartered status. Sophie was our first graduate trainee and has successfully completed her 2 years initial training with us.
Why my job is important
“My role is to carry out the detailed research and analysis that will help us build clients a solid financial plan. This includes all the initial number crunching and cashflow projections that are essential to the planning process. I also support the financial planners during meetings by taking additional notes and helping clients with paperwork and queries. The more support I can give the financial planners, then the more time they have to spend with the clients talking about the important issues.”
“Don’t put all your eggs in one basket. Sounds like a cliché but couldn’t be more relevant to proper financial planning. Diversification is very important in building a robust portfolio.”
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 is currently enjoying the trials and tribulations of wedding planning. Sophie and her fiancé will be tying the knot in 2020.