Sophie joined Perspective in 2021 as a Financial Planner. She holds a Diploma in Financial Services, after studying Politics at postgraduate level, and aspires to gain Chartered status.
Sophie has a particular interest in corporate financial planning, as well as providing financial education in the workplace, due to the positive impact this can have on people.
In her leisure time Sophie enjoys baking and is buying her first house so has a keen eye for interior design and upcycling old, unloved furniture!
Telephone
01204 366522
Lancaster House
Ackhurst Business Park
Foxhole Road
Chorley
PR7 1NY
Telephone: 01204 366522
The Shippon
Laskey Farm
Thelwall
Warrington
WA4 2TF
Telephone: 01925 750380
Perspective (North West) Ltd, Registered in England and Wales No 4719736. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.
Perspective (North West) Ltd is authorised and regulated by the Financial Conduct Authority.
Perspective (North West) Ltd is a subsidiary of Perspective Financial Group Ltd.
We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.
Should you not be satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service
Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123
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