I’m Sophie, and I established my practice with a mission to provide personalised, jargon-free financial guidance. My aim is to empower individuals, families, the self-employed, and business owners to take control of their financial futures.
My journey began with a passion for helping others navigate the complexities of financial planning, and I’ve been dedicated to this work ever since.
I aim to build lasting relationships grounded in friendly, straightforward advice. I work closely with you to create a clear, practical financial strategy that reflects your goals and lifestyle, helping you feel confident and secure about your financial future. Whether you're planning for growth, protection, or retirement, I’m here to support you every step of the way.
I offer various ways for us to connect—be it through digital media, over the phone, or in person—whatever suits you best.
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.