Sophie Wreford

Sophie Wreford

Willday Wealth Management

Minimum savings/pensions: Over £100,000

Minimum mortgage: Over £500,000

0116 238 9953
Based in Leicester
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Top Rated 2026
Verified since: June, 2024
5 out of 5

22 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 14 July 2026

    Sophie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sophie's status

  • 10

    Recent Client Reviews

    Verified reviews: 100%

    Sophie has received 10 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 21 May 2026

    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.

  • 2

    Qualifications Uploaded

    2 qualification certificates available to view

    Sophie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

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About

I have been working in the financial services industry for over 3 years after obtaining a degree in Business Management from Newcastle University. I qualified as a Financial Advisor in August 2023, earning a diploma from the Chartered Institute of Insurance (CII) and I recently achieved ‘Chartered’ status as well with the Chartered Institute of Securities and Investments (CISI). While I am qualified to advise on mortgages, my expertise lies in the world of pensions and investments, with a particular focus on retirement planning, holistic wealth and estate planning. I advise clients who are just starting their financial journey as well as those who are concluding theirs and thinking about passing money onto their loved ones. My approach to financial advice tailors solutions to the needs of my clients and their families while ensuring I am up to date on changes to industry regulations. I aim to build lasting relationships by providing excellent value for my clients through the delivery of quality financial advice. When I’m not in the office, I like to spend time with my friends and family dotted around the UK, keep active and challenge myself with puzzles.