Expertise

  • Pensions
  • Inheritance Tax Planning
  • Pension Transfers
  • family protection
  • ISA's
  • Income Protection
  • Wealth Management
  • Pensions on Divorce
  • Investment
  • investment planning
  • Mortgage Advice
  • Mortgage & Protection Advice
  • Pension Planning
  • Pensions for Directors
  • divorce finances
  • IHT and Estate Planning
  • IHT
  • Inheritance
  • Protecting your family
  • Protecting Your Livelihood
  • Protecting your business
  • Insurance Advice
  • Long-term Care Planning

Summary

I joined Hampton James Financial Associates following the completion of the St. James’s Place Academy where I gained my Diploma in Regulated Financial Planning. I have also been awarded the prestigious Society of Mortgage Professionals (SMP) designation by the Chartered Insurance Institute.

 

I am passionate about providing a financial planning service to help my clients not only achieve their lifestyle goals, but to financially secure them whilst protecting their loved ones, mitigating any tax liabilities and facilitating intergenerational wealth. I am committed to building long lasting relationships with my clients through trust and honesty.

 

I currently work with a number of businesses across the country, of all sectors, offering financial clinics at no cost and no obligation to company or employees. These include financial drop in clinics, informative financial planning and pre-retirement seminars, along with initial telephone meetings, or indeed any combination of these. The package is flexible and can be tailored for industry specific requirements.


Experience

  • Hampton James Financial Associates Limited

    Financial Adviser
    - Current

Education History

  • History

    Swansea University
    2011 - 2014

Qualifications

BA (Hons) (1st)
DipPFS
Cert CII (MP)


Interests and Hobbies

Netball

Fitness

Cricket

Running

Walking

 


Email Sophie

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