0161 219 8576
Based in Manchester
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: March, 2026
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 statusLast checked: 17 August 2026
Sophie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sophie's status
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Recent Client Reviews
Sophie has received 13 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Sophie has received 13 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 May 2026
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.
1
Qualifications Uploaded
Sophie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below1 qualification certificate available to view
Sophie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Sophie has not yet added their fees to their profileFees not yet added
Sophie has not yet added their fees to their profile
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Sophie (based on 6 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 6 first impressions)
About
Hello, I'm Sophie. I believe great financial planning isn't about selling products – it's about helping you make confident financial decisions so you can enjoy life today while planning for tomorrow. As an Independent Financial Adviser at Fidelius, I work with professionals, business owners, families and those approaching retirement. Whether you're changing jobs, building wealth, preparing for retirement, selling a business or thinking about the legacy you'll leave, I provide clear, independent advice tailored to your goals. Many of my clients want more than investment advice – they want someone who can help them make sense of all aspects of their financial life. From pensions and investments to tax planning, protection and estate planning, I work with you to create a financial plan that evolves as your circumstances change. I particularly enjoy working with business owners and entrepreneurs, especially those planning for life after selling their business. Helping clients transition from building wealth to making the most of it—whether that's investing sale proceeds, creating sustainable retirement income, reducing unnecessary tax or helping future generations—is one of the most rewarding parts of my role. Before joining Fidelius in 2026, I trained through a FTSE 100 Financial Adviser Academy before spending over four years advising clients as an independent financial adviser. Throughout my career, I've built long-term relationships based on trust, honesty and straightforward advice. I understand that financial planning can sometimes feel overwhelming, so I pride myself on explaining complex topics in plain English and giving clients the confidence to make informed decisions. Whether you're taking your first steps with financial planning or already have an established portfolio, my aim is to help you feel in control of your financial future. I look forward to getting to know you and helping you build a financial plan that gives you clarity, confidence and peace of mind.
