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Get to know Sophie
Sophie began her financial services career at home on the Isle of Skye, having worked for The Royal Bank of Scotland in the retail banking branch. That’s when she decided that finance was for her, and she made the trip to the big city to study!
In her role, she assists advisers with new business cases, prepares suitability reports, technical analysis and tax calculations, and is the point of contact for queries on financial planning solutions.
Sophie is a big football fan and spends her time outside of work following her team, home and away. On quieter days, she dabbles with various musical instruments or binge-watches the latest Netflix sensations.
We asked Sophie...
What’s the most important thing you bring to your role?
I’m a keen problem solver and like to find solutions and opportunities for clients on how to improve their financial situation.