Sophie Wreford CFPDipPFS
(Office Manager & Chartered Financial Planner)
Sophie is our Office Manager and a highly regarded Financial Adviser, with over three years of experience in the financial services industry. She qualified as a Financial Adviser in 2023 with the Chartered Insurance Institute (CII) and is currently working towards achieving Chartered status with the Chartered Institute for Securities and Investment (CISI). Her expertise lies in pensions and investments, with a particular focus on retirement, wealth, and estate planning.
Specialisms:
Inheritance Planning
Investment Advice
Retirement Planning
Specialisms
Inheritance Planning
Investment Advice
Retirement Planning
About Sophie
After earning her degree in Business Management from Newcastle University, Sophie began her career in financial services, quickly developing a passion for helping clients plan for their futures. She takes pride in building lasting relationships and delivering advice tailored to each client’s unique circumstances, ensuring their financial goals are met with care and precision.
“My goal is to make financial planning feel clear and personal — whether you’re just starting out or preparing for retirement. I believe in building lasting relationships with my clients, helping them make confident decisions that support their goals and their families’ futures.”
– Sophie Wreford DipPFS
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