Senior Partner Practice of St. James's Place Wealth Management
Sophie joined St. James's Place in 2009. She feels very privileged to have found a second career that allows her the flexibility to manage her work and family, but most importantly allows her to have a tangible impact on the people she hopes to help.
She takes great pleasure in explaining to her clients the clear distinction between investment management and wealth management. She relishes working with them towards financial goals that allow them to make their preferred choices regarding work and family life.
Sophie strives to run a first class, client facing practice that meets and exceeds what her clients have every reason to expect of her. She is committed to ensuring that her industry knowledge remains relevant and current, and places strong emphasis on personal development both for her and her team.
Her qualifications include the Chartered Financial Analyst designation and she holds the advanced Diploma in Financial Planning. She is registered as a Chartered Financial Planner which is the highest level of qualification for financial advisers in the UK and is a Fellow of the Chartered Insurance Institute.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
The de Rouet Partnership Limited is registered in England and Wales, Number 09083736. Registered Office: Staverton Court, Staverton, Cheltenham, Gloucestershire, GL51 0UX.