Get to know Sophie
Sophie has more than 10 years of experience in the financial services sector across a wide variety of roles. She comes from a technical background, having worked in paraplanning over the past few years. In her role, Sophie specialises in pensions and investment planning.
While helping her clients, Sophie is also pursuing further studies to obtain Chartered financial planner status.
Outside of work, Sophie is a keen spectator of many sports, such as football, rugby and golf. She also loves a domestic holiday, such as a trip home to the Isle of Skye or some of Scotland’s other hot spots. Most weekends, you’ll find her at Celtic Park.
We asked Sophie...
What’s the most important thing you bring to your role?
Enthusiasm and clarity. I enjoy giving people a clearer picture of what their future could look like and how they can achieve it.
Qualifications
Accreditation
