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Sophie Barnes
Paraplanner - Stamford
Areas of expertise: Investments, Pensions, Protection, Tax Planning, Trustee and Corporate Investments, Inheritance 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 is now studying for her Diploma in Financial Planning.
Professional information:
- LLB Law with Psychology for Nottingham Trent University
- Started with Chattertons in July 2019
- Recently passed her first exam - R01 (Financial services, regulation & ethics) and is now studying for the next