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Understanding all things pension with Sophie Wilkins

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From government tax relief to investment options – financial advisor Sophie Wilkins is offering a 1/2 day session for you and your team.

RRP: £150
Our Price: Free

What's included in this Pledge?

Sophie is offering a face-to-face, 1-2-1 session to discuss personal finances with your team. The session will run for half a day, and Sophie will help your team to understand how pensions and investments work. This is a great way to equip your team with knowledge, and planning opportunities for the future – free of charge!

Tell me about Sophie Wilkins – Hampton James Financial Associates

My name is Sophie Wilkins and I am a Financial Adviser working at Hampton James Financial Associates – providing face to face bespoke financial planning to individuals,  families and business’
 
I pride myself on developing close relationships with my clients, to help them identify their desired lifestyles and build financial plans to help them achieve their goals. Through Cashflow Modelling, I give clients visibility over their financial position, whilst helping them build realistic and viable future plans. Most importantly, I ensure these plans remain on track with regular reviews My aim is to be a ‘ problem-solver ’ and not a ‘ product seller ’, and as a result, my clients can expect to receive the most comprehensive, jargon free and appropriate advice at all times.  My advice covers all areas of wealth management, including; retirement planning, wealth protection, estate planning, mortgages, savings, and investment planning. I also advise on Sustainable & Responsible investments, allowing clients to align their values with their financial objectives.

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