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WHO WE ARE

Sophie Smith

DipPFs (DM)

Paraplanner

01792 483 860

sophiesmith@portfolio.org.uk

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Sophie joined Portfolio as a Paraplanner in January 2021. Sophie has previously worked in a paraplanner role and developed her passion for financial services whilst studying Business Management with Accounting and Finance at the University of West of England.

Sophie holds the Level 4 Diploma in Financial Planning and the Certificate in Discretionary Management. Sophie aims to continue to develop her knowledge and would like to achieve the Level 6 Advanced Diploma.

Sophie assists both financial advisers and colleagues on a day to day basis, preparing reports and dealing with any technical queries. Sophie intends to progress to become a Financial Advisor.

Outside of the office, Sophie enjoys running and cycling and would like to take part in the next Swansea half marathon.  Sophie also enjoys travelling and exploring new cultures.

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Please contact us to discuss your requirements:

01792 483 860

info@portfolio.org.uk

Portfolio Financial Consultancy Ltd is authorised
and regulated by the Financial Conduct Authority
under the reference number 455542.

Registered in England & Wales. Registration
number is 04424786
Registered address is Unit 2, Langdon House,
Langdon Road, Swansea, South Wales SA1 8QY

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