Sophie Freeman-Myers is our Financial Planning Consultant. She began her career as an Apprentice IFA Administrator back in 2013. Since then she has gone through the gears as an IFA Administrator, a Paraplanner, a Senior Paraplanner and now a fully-fledged Financial Advisor. She is also close to completing her final exams to qualify as a Chartered Financial Planner!
Sophie’s particular expertise lie in pensions and retirement planning but she also has a wealth of experience advising on investments, financial protection, and estate planning. Away from work, Sophie spends most of her time with her boyfriend and two cocker spaniels, strolling the beautiful Longridge countryside. She’s also a season ticket holder for Burnley FC… for her sins.
Contact Sophie Today
07929 675 576
The Financial Conduct Authority does not regulate Estate Planning.
- After starting her day with a stealthy cup of coffee, Sophie likes to take the time to contact various product providers for updates regarding her clients’ pensions and investment portfolios.
- She is always in regular conversation with investment houses and insurance companies too, making sure her clients always have access to the best information available.
- Sophie also regularly meets and checks in with her clients to discuss their financial goals and aspirations and the ways in which she can help them to achieve their ambitions at a pace that suits them.
Susan’s Favourite …
Preston: Well, specifically Longridge!
The Shawshank Redemption: I mean, what’s not to love about that film?
Fried Chicken: Easy. Ask anyone who knows me and they’ll tell you I order a ‘Southern Fried Chicken burger’ everywhere I go!
Football: Of course.
Walking: Normally to a pub… with my dogs..