Career Bio
Specialisms: Trust Investment Planning, FE Analytics
After graduating from Bournemouth University in 2018, Sophie started her career at Ward Goodman as a Trainee Paraplanner. Since then, she has gone on to achieve the Level 4 Diploma in Regulated Financial Planning along with other qualifications such as J02 (Trusts) which led onto the progression into Head of Paraplanning.
Sophie is an FE Analytics accredited user and is involved in running cash flow modelling/forecasting for clients. Using the knowledge from the J02 exam, Sophie is well involved in trust investment planning as well as creating holistic financial plans for high net worth clients.
As part of the Future of Advice initiative, Sophie is also responsible in the recruitment and mentoring of the chosen placement student over the period of time they are with Ward Goodman.
Outside of work, Sophie enjoys staying active by running, spending time with friends and family and getting lost in a good book whilst looking after little kitten, Biscuit.
If you would like to discuss further, please book a meeting with an experienced member of our team. Simply let us know when’s best for you and we will get in touch to arrange a suitable time.
