Sophie studied at the London School of Economics and has 7 years experience in the financial services industry.
Having a background in compliance Sophie has an eye for details and ensures all the i’s are dotted and t’s are crossed in every case she completes.
Sophie gained protection qualifications in 2015 and mortgage qualifications in 2018. She now concentrates on advising our clients in those areas.
‘I enjoy getting to know clients and understanding their specific wants and needs. Every client is different and it is important to me that I adopt an approach that works for them so we can get the best results.
As a mum with a young family I am passionate about protection advice and ensuring that families have peace of mind knowing if the worst happened their loved ones would be financially secure.’
In addition to providing mortgage and protection advice, Sophie manages the mortgage desk at PFEP and overseas the compliance function to ensure our mortgage advisers are providing the best possible advice to our client base.