0141 376 0209
Based in Glasgow
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2024
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Sophie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sophie's status
Last checked: 12 May 2025
Sophie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sophie's status
11
Recent Client Reviews
Sophie has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sophie has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 29 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Sophie has not yet added their qualifications to their profile
Qualifications not yet added
Sophie has not yet added their qualifications to their profile
Transparent Fees
Sophie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Sophie has provided information on their typical fees
Sophie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sophie (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Sophie
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sophie (based on 3 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Sophie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sophie's status
Last checked: 12 May 2025
Sophie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sophie's status
11
Recent Client Reviews
Sophie has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sophie has received 11 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 29 November 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Sophie has not yet added their qualifications to their profile
Qualifications not yet added
Sophie has not yet added their qualifications to their profile
Transparent Fees
Sophie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Sophie has provided information on their typical fees
Sophie has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
3
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sophie (based on 3 first impressions)
100% of users who are not yet clients had a positive first experience with Sophie
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sophie (based on 3 first impressions)
I have more than 10 years of experience in the financial services sector across a wide variety of roles. I come from a technical background, having worked in paraplanning over the past few years. In my role, I specialise in pensions and investment planning. Whilst helping my clients, I am also pursuing further studies to obtain Chartered financial planner status.
Offers available through VouchedFor
Contact Sophie through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Sophie's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Age group
Clients' level of financial expertise
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