Sophie Lee

Sophie Lee

Senior Paraplanner
Liverpool office

About me

I have worked for Investec since 2018, working alongside the Financial Planners to support in the research, report writing and review of a client's financial planning arrangements. I have completed my chartered financial planning qualifications and I am now putting the knowledge I have learnt into practice when preparing Investment, Retirement and Estate Planning advice for our clients.

Background/Experience

BSc (Hons) in Mathematics from the University of Liverpool.
CII Chartered Financial Planner.

My interests

I enjoy going for walks in the countryside, spin classes and eating out at my favourite restaurants.

My areas of expertise

Contact me via the form to learn more about....

Get in touch

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice. 

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

We'd like to keep you up-to-date with news, events and information from our wealth management team. For further details on how we use personal data, please take a look at our Data Protection Notice.

Sending...

Please complete all required fields before sending.

Thank you.

A member of the team will be in touch shortly.

Sorry there seems to be a technical issue

I'm also an expert in...

The best places for food in Liverpool.

Seaguls on the beach
Sophie Lee

We work as a team to ensure we provide the best service for our clients.