0330 038 8942
Based in Halesworth
View locationChecks 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 May 2025
Sophia is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sophia's status
1
Recent Client Reviews
Sophia has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sophia has received 1 client review 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: 25 May 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.
14
Qualifications Uploaded
Sophia has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
14 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
8
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sophia (based on 8 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 8 first impressions)
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 May 2025
Sophia is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sophia's status
1
Recent Client Reviews
Sophia has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sophia has received 1 client review 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: 25 May 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.
14
Qualifications Uploaded
Sophia has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
14 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
8
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sophia (based on 8 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 8 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!
£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 Sophia's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
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Age group
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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Adviser Disclaimer
Aviva Financial Advice is a trading style of Succession Financial Management Limited (“Succession”), which is part of the Aviva group of companies and is authorised and regulated by the Financial Conduct Authority. Succession Financial Management Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register number 225831. Succession Financial Management Limited is registered in England at The Apex, Brest Road, Derriford Business Park, Derriford, Plymouth PL6 5FL: Registered Number: 04454027.