Sophie Barnes
      • Sophie Barnes
      • Paraplanner - Stamford

    • Contact

      • 01780 750674
      • View vcard

    • Department

    • Address

      • 9 Broad Street
      • Stamford
      • Lincolnshire
      • PE9 1PY
      • 01780 764 145
      • 01780 766 413

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.
  • R01 (Financial Services, Regulation and Ethics), R02 (Investment Principles and Risk), R03 (Personal Taxation) and R05 (Financial Protection).
  • Recently passed her Equity Release and Financial Planning Practice R06 exam and is diploma qualified, working towards Chartered status.
  • Alzheimer's Society Dementia Friend – an initiative to change the way the nation thinks, acts and talks about dementia.
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