0330 038 8941
Based in Huntingdon
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2023
5 out of 5
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FCA Regulated
Sophie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 16 April 2025
Sophie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Sophie has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sophie has received 11 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 26 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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Sophie has not yet added their qualifications to their profile
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Sophie has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Sophie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 16 April 2025
Sophie and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
11
Recent Client Reviews
Sophie has received 11 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sophie has received 11 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 26 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Sophie has not yet added their qualifications to their profile
Qualifications not yet added
Sophie has not yet added their qualifications to their profile
Transparent Fees
Sophie has not yet added their fees to their profile
Fees not yet added
Sophie has not yet added their fees to their profile
I work with people from all walks of life, empowering them to make better financial decisions and providing investment planning opportunities and other solutions to help them achieve their financial goals. I am passionate about the positive impact financial advice can have on people’s lives. Good financial advice should be accessible to all. Therefore, I offer a no obligation ‘financial health check’ to all clients, regardless of their life stage. I can help you with all areas of financial planning, including: • Retirement & Pension Planning • Saving & Investment Planning • Tax & Estate Planning • Protection I believe in building long-term relationships with my clients, working together to really understand your goals and aspirations and build a holistic plan to achieve these. I offer clients regular reviews to adapt to their changing circumstances and to ensure that they are keeping on track. If you would like to hear more, I would be delighted speak to you. Please do get in touch so we can arrange a chat: Mobile: 07745555198 Email: sophie.harrison@sjpp.co.uk SJP Approved 05/03/2025 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 05/03/2025
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Sophie's clients
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