Sofie Symonds

MSc, MBA, ACMI fCMgr, APFS, Cert CII(MP), Chartered, Fellow PFS

I believe that financial services is very much a ’people business’ and I am committed to providing high levels of client service at all times. I work closely with other professionals such as solicitors, accountants and other financial services specialists to ensure that my clients receive the best advice available and making the process simpler and saving valuable time.

About

I specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. I also work closely with business owners and Directors on how can create financial independence for themselves and their families. By spending time on understanding what makes your company successful and your own specific wealth creation objectives.

Because of my strong client focus, I build my business solely on introductions, both from my private clients and from other long-standing professional relationships. My clients are keen to recommend me to their friends, family and colleagues so that they too may benefit from the sound professional advice they have themselves received.

I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication my clients feel that the advice I give is of the highest standard.

“Put your heart, mind, intellect and soul even into your smallest acts. This is the secret of success” - Swami Sivananda

Innovia Wealth Management's mission is to build and maintain a long-term journey with clients to create value and make a difference for our clients and their generations through bespoke solutions that shape their future. We strive to deliver the highest level of commitment, transparency and ethical conduct in all relations and dealings.

We focus on achieving and maintaining a thorough understanding of our clients' aims and aspirations regarding their future prosperity; offering sound and trustworthy financial advice that adapts as our clients’ needs change over time.

“One of the secrets of life is that, all that is really worth the doing is what we do for others” - Lewis Carroll

Accreditations

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Chartered Associate - LIBF
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Click on the accreditations for more information

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.