Sophia Bell
Aviva Financial Advice
Minimum savings/pensions: Over £250,000
Minimum mortgage: Any amount
0330 038 8940
Based in Halesworth
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: May, 2025
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Sophia is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sophia's status
Last checked: 20 February 2026
Sophia is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sophia's status
13
Recent Client Reviews
Sophia has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sophia has received 13 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 24 November 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
16
Qualifications Uploaded
Sophia has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
16 qualification certificates available to view
Sophia has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Sophia has not yet added their fees to their profile
Fees not yet added
Sophia has not yet added their fees to their profile
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sophia (based on 9 first impressions)
100% of users who are not yet clients had a positive first experience with Sophia
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sophia (based on 9 first impressions)
Sophia has worked in financial services all her career originally starting in Equity Release and Mortgage products. Sophia now offers bespoke wealth planning to clients at all stages in life. Sophia is passionate about making your money work for you and supporting clients to achieve their financial goals with the wealth of knowledge she has gained over her years in the industry. Sophia currently advises Aviva Financial Advice clients. Aviva Financial Advice is a trading style of Succession Financial Management Limited. When I am not working, you will find me playing pool, power lifting in the gym or walking on the beach. I am a massive foodie and enjoy cooking, but I much prefer eating out!