Sophie joined Boolers in January 2014 as part of the Compliance Team. At the end of August 2014 she transferred to become a Financial Planner.
Previously Sophie worked with an Independent Financial Adviser firm for a number of years, where she completed her Level 4 Diploma in Financial Advice, and has now completed Level 6 to become a Chartered Financial Planner.
Get to know Sophie
In her spare time, Sophie enjoys keeping fit, socialising with friends and family and taking trips away whenever possible.
Loves: “Meeting new people, animals, trying new foods, visiting new places.”
Loathes: “Marzipan, horror movies, Country or Folk Music.”
Further important information
Every financial adviser and planner in the UK must be registered with the Financial Conduct Authority (FCA). They also need to hold a valid Statement of Professional Standing (SPS), which confirms the holder has adhered to a code of ethical standards, has the required qualifications and has completed appropriate on-going personal development.
We believe that all advisers should be as open and transparent as possible. Therefore, please find links to Sophie’s: