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Sophie Barnes
      • Sophie Barnes
      • Trainee Independent Financial Adviser - Stamford/Spalding
    • Contact

      • 01780 750674
      • View vcard
    • Department

    • Address

      • 9 Broad Street
      • Stamford
      • Lincolnshire
      • PE9 1PY

Sophie Barnes

Trainee Independent Financial Adviser - Stamford/Spalding

Area of Expertise: Investments, Pensions, Protection, Tax Planning, Trustee and Corporate Investments, Inheritance Tax Planning, Financial Review.

Sophie previously worked for an Independent Financial Advisers firm in Market Deeping between her final years at university where she developed a passion for Financial Services. Sophie began working for Chattertons in July 2019 and has now completed her Diploma in Financial Planning and is working towards Chartered status. Having been in the financial services industry for 5 years now, she has been promoted to Trainee Financial Adviser and is excited by the value she can add to client's circumstances.

Supervisor: Amy Urquhart

Professional Information:

  • LLB Law with Psychology (Hons) from Nottingham Law School.
  • Holds Level 4 Diploma in Financial Planning (September 2021).
  • Completed Certificate in Mortgage & Equity Release Advice (March 2022).
  • Alzheimer's Society Dementia Friend – an initiative to change the way the nation thinks, acts and talks about dementia.