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Sophie Longmore - FPFS

Sophie began her career with Hargreaves Lansdown in 2007. She has worked in different areas of the advisory team and has been advising clients since 2013. She has gone on to achieve one of the highest qualifications - to become a Fellow of the Personal Finance Society.

FCA reference number: SMJ01110

Sophie Longmore

Qualifications

  • Diploma in Financial Planning
  • Chartered Financial Planner
  • Fellow, Personal Finance Society
  • Certificate in Long Term Care Planning
  • Certificate in Discretionary Investment Management
  • Certificate in Life and Pensions
  • BSc (Hons) Psychology
  • MSc Forensic and Legal Psychology

Areas of advice

  • Savings and investments
  • Business investments
  • Funding retirement
  • Trustee investments
  • Pension transfers
  • Estate planning
  • Taking retirement benefits
  • Long-term care planning
  • Protection

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