- Boston - Wide Bargate
01205 351114 - Boston - Main Ridge West
01205 364986 - Bourne
01778 218001 - Grantham
01476 591550 - Horncastle
01507 522456 - Lincoln
01522 541181 - London
02078 715755 - Newark
01636 673731 - Sleaford
01529 411500 - Spalding
01775 725664 - Stamford
01780 764145
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.