Sophie Wreford
Willday Wealth Management
Minimum savings/pensions: Over £50,000
Minimum mortgage: Over £250,000
0116 238 9953
Based in Leicester
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: June, 2024
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Sophie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sophie's status
Last checked: 14 April 2025
Sophie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sophie's status
10
Recent Client Reviews
Sophie has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sophie has received 10 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: 12 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.
2
Qualifications Uploaded
Sophie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Sophie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
Checks carried out by VouchedFor
FCA status: Certified by Firm
Sophie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sophie's status
Last checked: 14 April 2025
Sophie is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Sophie's status
10
Recent Client Reviews
Sophie has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Sophie has received 10 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: 12 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.
2
Qualifications Uploaded
Sophie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Sophie has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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 have been working in the financial services industry for over 3 years after obtaining a degree in Business Management from Newcastle University. I qualified as a Financial Advisor in August 2023, earning a diploma from the Chartered Institute of Insurance (CII) and I am currently taking steps to achieve ‘Chartered’ status as well with the Chartered Institute of Securities and Investments (CISI). While I am qualified to advise on mortgages, my expertise lies in the world of pensions and investments, with a particular focus on retirement planning, holistic wealth and estate planning. I advise clients who are just starting their financial journey as well as those who are concluding theirs and thinking about passing money onto their loved ones. My approach to financial advice tailors solutions to the needs of my clients and their families while ensuring I am up to date on changes to industry regulations. I aim to build lasting relationships by providing excellent value for my clients through the delivery of quality financial advice. When I’m not in the office, I like to spend time with my friends and family dotted around the UK, keep active and challenge myself with puzzles.
Offers available through VouchedFor
Contact Sophie through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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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