Sophie Lackie

Common questions I get asked: "Would my family be alright if I could no longer work?" "How can I make my money work harder?" "I've got quite a few old pensions, can you help me to simplify things?" "Sophie, when can I afford to retire?" However, similar the questions may be, the answers will always differ with each individual's situation and that it why my first objective is to build a trusting relationship with my clients and their families that will last for years to come. Together, we look at the current situation and explore what the future could look like, allowing us to build a plan to help achieve what is important to them. Combining my up to date technical knowledge with previous teaching experience I endeavour to make sure that clients understand the solutions offered and crucially why they are suitable for their circumstances. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 26/07/2024