Senior Partner Practice of St. James's Place Wealth Management
Sophie started her career in financial services in 2012 as Financial Administrator at Suffolk Life. After this, Sophie worked for a stockbroker firm called Oakmount and Partners, which led her to a career within the Wealth Management industry. She has represented various St. James’s Place Practices and has joined Castell Wealth Management to assist with cash-flow and tax modelling for clients in addition to supporting with business processing and acting as a client liaison manager.
Outside of financial services, Sophie is passionate about cooking and fitness, and has a keen eye for fashion.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Castell Wealth Management is a trading name of Castell Wealth Management Ltd. Castell Wealth Management Ltd is registered in England and Wales, Number 11639376. Registered Office: Accounts Unlocked, Repton Manor, Repton Avenue, Ashford, Kent, TN23 3GP, United Kingdom.