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.
Ward Goodman is registered with the Institute of Chartered Accountants in England & Wales – registration number C002787945 and is regulated as a Registered Auditor in the UK. The audit practice is also registered with the Public Company Accounting Oversight Board to carry out audits of US subsidiaries located in the UK. Our accountancy and taxation professionals are registered as individuals with one or more of the following: Institute of Chartered Accountants in England & Wales, Association of Chartered Certified Accountants, Chartered Institute of Taxation, Association of Accounting Technicians, Association of Taxation Technicians and Society of Trust and Estate Practitioners. Ward Goodman Financial Services Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the FCA register No 221867. The Financial Conduct Authority does not regulate taxation and trust advice. Company registration in England No 4494861. A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at https://www.financial-ombudsman.org.uk/ or by contacting them on 0800 0234 567
