Sophie Barnes

Sophie Barnes

Paraplanner - Stamford

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 is now studying for her Diploma in Financial Planning.

Supervisor: Amy Urquhart

Professional Information:

  • LLB Law with Psychology (Hons) from Nottingham Law School.
  • Recently passed R01 (Financial Services, Regulation and Ethics), R02 (Investment Principles and Risk), R03 (Personal Taxation) and R05 (Financial Protection) exams and is now studying for the next.
  • Alzheimer's Society Dementia Friend – an initiative to change the way the nation thinks, acts and talks about dementia.