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 Independent Financial Adviser and is excited by the value she can add to client's circumstances.
Supervisor: Richard Ludlow
- LLB Law with Psychology (Hons) from Nottingham Law School.
- Holds Level 4 Diploma in Financial Planning.
- Completed Certificate in Mortgage Advice, Equity Release Advice and Long Term Care Advice.
- Alzheimer's Society Dementia Friend – an initiative to change the way the nation thinks, acts and talks about dementia.