0330 038 8938
Based in Newton-le-Willows
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 June 2026
Sophie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sophie's status
13
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. After attending the University of Newcastle for my Undergraduate and Post Graduate Degrees, I joined a FTSE 100’s Financial Advisor Academy and achieved my Diploma in 2021, and then completed 4.5 years as an independent financial advisor, prior to joining Fidelius in March 2026. I provide holistic financial planning solutions for individuals, families and businesses. My advice covers all areas of both personal and corporate wealth management, including retirement planning, wealth protection, savings, and investment planning. My aim is to build a personable and trusting relationship with you, to help you achieve your financial goals.