Sophie Smith

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Sophie joined the SG Wealth Management team in 2021, following the completion of her Level 4 Diploma for Financial Advisers (DipFA).  Having previously been employed at St James Place Wealth Management, Sophie says she wanted to move to a more independent local firm.

Although she holds a Bachelor of Arts in Event Management, and spent time working for a PR agency, Sophie has always had an interest in finance and hopes to ultimately progress to becoming a financial adviser. 

Outside of work, Sophie enjoys travelling and completing goals from her ever-expanding bucket list.  She's also a keen DIY-er and loves nothing more than a good interior design project.

 

Meet the Team