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Sophie Thornhill

Chartered Financial Planner, Chartered Wealth Manager, Executive Financial Consultant, Partner

Personal Awards

Get to know Sophie

Find out about our team members.

What’s the biggest misconception people have about your position?

That we are here to sell to clients. The role is not that at all – we manage clients money to meet an objective, we discuss a client’s aims and priorities; and work out how to get them there – whether this be effective and tax efficient at retirement planning, or investing for the future. It is an incredibly rewarding role.

How do you like to start your day?

Ideally with a walk, but with two young children to get out of the house on time, my mornings often start early enough!!

What do you enjoy doing when you are not working?

Sunny holidays – I am definitely solar powered!

What’s something you’re proud of?

Managing family life with work! Such a challenge, but I am really lucky I have a great team in the office to help me look after my clients.

What’s your guilty pleasure?

M&Ms.

Where would you be right now if you had zero obligations and money didn’t matter?

Somewhere hot and sunny, with blue sky and palm trees!

Meet the rest of my team

Laura Shaw

Consultant Support

Melissa Bastow

Consultant Support

Myles Locke

Chartered Financial Planner & Financial Consultant

Ready to arrange your free consultation?

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