I provide wealth management advice to individuals and businesses in and around the City of London. My advice is tailored to meet your personal and/or business objectives.
Having spent over 10 years working in London as a qualified professional, I have a good understanding of the issues which concern clients.
Most professionals are too busy or have no inclination to use their spare time to focus on their finances.
Many clients have a spread of financial products which they have taken out over time, but no overall strategy, or awareness of the likely returns from these plans.
There is rarely a strong, positive and long-term relationship in place with an adviser.
My aim is to create a highly professional service working with my clients over the long term, creating a private client financial plan tailored to their personal goals, and reviewing this on a regular basis as things change.
I provide this holistic financial planning service to the City Professionals, Financial Professionals, Private Clients and Company Directors.
I am happy to offer any advice on financial planning, so please feel free to contact me.
We offer an excellent wealth management service which will help you achieve your goals
I would recommend Sophie for her professional & personable approach to what can be daunting area of Financial Planning. Her advice has been invaluable, straight forward and always without any pressure.
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We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.
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.
The Partner 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.