Sophie Cossins DipPFS
Sophie understands that trust is at the heart of every strong relationship and is passionate about building long-term connections. Looking at a client’s finances from a holistic perspective, she takes the time to understand their fundamental goals and objectives, creating structured financial plans tailored to their individual needs.
Sophie focuses on maintaining a regular dialogue to ensure that knowledge, comfort and wellbeing remain at the forefront throughout. The pace of change and legislative complexity means ongoing guidance is key to ensuring suitability to her client’s needs, both now and in the future.