Wealth Planning Adviser – Wealth Planning
Sophia has seven years’ of financial planning experience and also spent over a year working and travelling in Australia. Sophia joins from Carrington Wealth Management where she previously headed up the Client Relationship team before moving into an advice role. She enjoys working with her clients to create and build a bespoke financial plan to enable them to achieve their short and long term planning goals.
Sophia has a degree in Business Management from Reading University, a diploma in Financial Planning and has qualified as a Chartered Financial Planner.
Director - Head of Risk & Compliance - Family Office and Corporate Services, South Africa
Partner – Group Head of Risk and Compliance - Family Office, Corporate Services, Legal and Tax Advisory