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Sofia Wreford

DipPFS
I help clients increase and protect their personal and family wealth. Clients receive jargon free, specific advice for their circumstances as well as regular reviews.

With over 30 years industry experience, I will be pleased to listen and shape plans for you and your family.

About

Sofia Wreford has been in the financial industry for over 35 years. She is able to offer you a comprehensive range of services in all areas to meet your ever changing needs over your required timelines.

She will support and guide you through all processes in order to achieve your long term objectives.

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Corporate Services
SJP’s comprehensive range of Corporate Services helps entrepreneurs and corporate directors manage their personal, business and employees’ financial security.

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 06/09/2022

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Home Counties Wealth Management Ltd is registered in England and Wales, Number 08679977. Registered Office: 5 Admiral Close, Weybridge, Surrey, KT13 9LD.