New Business Administrator
Sophie joined Castell Wealth Management in 2022 as part of the business processing team. In 2020, Sophie was fortunate enough to get a place on the St. James’s Place Apprentice Programme. Since joining Castell, Sophie has excelled in the new business team and learnt the importance of goals-based planning in supporting our clients. Sophie is dedicated to supporting our Advisers as they help our clients to achieve financial wellbeing in a world worth living in.
Outside of work, you will either find Sophie in a local restaurant or working out in the gym. Outside of fitness, she enjoys socialising with family and friends and visiting London attractions and exhibitions.
We offer a no-obligation consultation designed to help you develop a financial plan bespoke to your life goals. Book your consultation today and take the first step towards a more secure financial future.
Castell Wealth Management 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. 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: 251 Grays Inn Rd, London WC1X 8QT.
© Castell Wealth Management Limited. 2023.
SJP approved as at 24/11/2023