Professionally

Sophie graduated from the University of Worcester and has nearly eight years of experience in financial administration, developing a strong foundation in supporting advisers and delivering high quality client service.

At New Path Financial Planning, Sophie plays a key role in managing the overall client journey and experience. She works closely with the team to ensure that every stage of the process runs smoothly and that clients receive a consistently high standard of service. Sophie is actively involved in operational management, helping to design and refine workflows and internal processes as the business continues to grow.