Sophie Walkingshaw
Wealth Planner
Based in Midlothian
DipFA
CeMAP
Sophie attended Queen Margaret University in Edinburgh studying Business Management with Marketing while working in a small family financial planning practice. She quickly realised the road she wished her career to follow and finished University after three years to obtain her Financial Planning Diploma.
Sophie has worked through the different ranks of administration and paraplanning before beginning her career as a Financial Adviser. Sophie enjoys supporting people and helping others achieve their goals which is why she knew Financial Planning was the correct career path for her.
"I love helping people and supporting them to achieve their goals. Whether this is career driven or a personal goal – I just love the thrill of being a part of someone's journey and knowing my contribution has had a positive impact on them being able to achieve what they once thought they couldn’t!
I have always been like this since I was a young child and when I began working in Financial Services and seeing the impact a Financial Adviser can have on not only their clients lives but their families, friends, etc – I knew this was exactly what I wanted to do!"
Book a meeting
It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.
Thank you for submitting your details. We’ll be in touch to arrange a convenient meeting time for you.