Sophie de Rouet

I am now into my third decade in financial services which, while it is a rather scary prospect, means I have a track record of delivering the outcomes that I consider to be important. In particular that is working with my clients towards financial goals that allow them to make their preferred choices regarding work and family life.

I endeavour to run a first class, client facing, business that meets and exceeds what our clients have every reason to expect of us.

I am committed to ensuring that my industry knowledge remains relevant and current and place strong emphasis on personal development within my team. I hold the Chartered Financial Analyst designation and I am a Chartered Financial Planner and a Fellow of the Personal Finance Society. This is the highest level of qualification for financial advisers within the UK.

Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Click on the accreditations for more information

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.