An interview with sofie symonds
What do you do for Innovia?
Helping clients reach their financial goals is at the heart of everything we do. I am responsible for offering a holistic, big-picture service to my clients on investment advice,some tax planning services, and estate planning. Whether you are a private or business client, my team and I genuinely believe that financial planning is a lasting relationship.
What do you love most about your role?
Financial well-being is not only important for us as individuals, but it also impacts communities and the nation as a whole. With many adults lacking confidence in how tomanage their money, educating individuals is paramount. At a regional level, there are huge disparities in our attitudes towards money and perceptions of wealth, so putting all regions on an equal footing is vital. Giving people a sense of control over their money benefits the entire nation, and financial advisers have a key role to play in this. I enjoy educating and putting a plan in place for clients and seeing them achieve their financial goals.
What has been your greatest achievement?
On a personal level is having my three children, and on a professional level is achieving the highest education and setting up a successful Wealth Management business whilst raising my children.
What type of intermediaries do you tend to work with?
I work closely with other professionals such as solicitors, accountants, and other financial services specialists to ensure that my clients receive the best advice available making the process simpler and saving valuable time.
Why did you join PCD?
I believe PCD is the best networking event in terms of the quality of the members and the structure. In addition, David Bell's knowledge and understanding of how business is referred between professional advisors is very remarkable which makes the club unique.
On a weekend I am most likely found in the gym, reading, on the beach with my three children, and exploring nature.
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