Sophie Lee

Senior Paraplanner

+44 (0) 151 227 2030

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....

Helping private clients with their life goals and investment choices

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Sophie Lee

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