Our Admin Team

Sophie Freeman-Myers

Office Manager/ Senior Paraplanner

Specialist professional qualifications
Certificate in Financial Services – CF1 UK Financial Services, Regulation & Ethics
Certificate in Financial Services – LP2 Financial Services Products and Solutions
Award in Financial Administration – FA2 Pensions Administration
Award in Financial Administration – FA5 Individual Savings Accounts
Diploma in Financial Planning – RO1 UK Financial Services, Regulation & Ethics
Diploma in Financial Planning – RO2 Investment Principles and Risk
Diploma in Financial Planning – RO3 Personal Taxation
Diploma in Financial Planning – RO4 Pensions & Retirement Planning
Diploma in Financial Planning – RO5 Financial Protection
Diploma in Financial Planning – RO6 Financial Planning Practice
Advanced Diploma in Financial Planning – AF1 Personal Tax & Trust Planning
Advanced Diploma in Financial Planning – AF7 Pension Transfers
Advanced Diploma in Financial Planning – AF8 Retirement Income Planning

Specialist professional qualifications
Certificate in Financial Services – CF1 UK Financial Services, Regulation & Ethics

Certificate in Financial Services – LP2 Financial Services Products and Solutions
Award in Financial Administration – FA1 Life Office Administration
Award in Financial Administration – FA2 Pensions Administration

Diploma in Financial Planning – RO1 UK Financial Services, Regulation & Ethics
Diploma in Financial Planning – RO4 Pensions & Retirement Planning
Diploma in Financial Planning – RO5 Financial Protection
Diploma in Financial Planning – RO8 Pensions Update
Diploma in Financial Planning – J11 Wrap and Platform Services