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Sophie joined the Financial Services industry in 2012 working at Legal & General as a Pension administrator, within four years she developed her pension knowledge and worked her way up to a pension specialist role dealing with Group Pensions and Personal Pensions.
Sophie has recently taken over as our Corporate administrator at Clairville York and deals with running our Group Personal Pensions and dealing with all aspects of corporate administration. Sophie also works closely with our paraplanners and with Cheryl Dennis who specialises in employee benefits administration.
Sophie is married and is currently renovating her new home. When a paint brush is not beckoning; Sophie spends her free time socialising with her friends, takes her dog on regular trips to the park, enjoys shopping trips and likes to keep fit at the gym.
Clairville York Limited is authorised and regulated by the Financial Conduct Authority. No 207474
Investors should be aware that capital is at risk. Past investment performance is not a reliable guide to future performance. The potential for profit is accompanied by the possibility of loss. The value of investment funds and income from them may go down as well as up and investors may not get back the original amount invested.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website as www.financial-ombudsman.org.uk
