Sophie Guttridge

WORK HISTORY

EDUCATION

ABOUT SOPHIE GUTTRIDGE

I am an advocate for financial education in both my personal and professional life and strive to help my clients truly understand their own needs, objectives and ultimately how their finances can impact those areas. My priority is always to build a longstanding two-way relationship with you and your family, I aim to look at your circumstances holistically and not in isolation, providing regular ongoing advice to ultimately help you get where you want to go!I help both individuals and businesses grow their wealth and protect their futures. I can work with you on: Investment planning Retirement planning Protection Savings Intergenerational planning Inheritance planning Cash flow forecasting Financial education in your workplaceI have worked in the wealth management industry since 2018, covering a variety of roles and expanding on my technical knowledge and building longstanding relationships with our clients. I have a passion for supporting individuals to achieve their goals through long term relationships and great advice.I am keen to develop relationships with: Business owners Those looking to protect their families and provide for their children\'s financial future Those looking to plan for the retirement they wantIf you would like further details, please message me or contact me via email: s••••••••@sjpp.co.ukYou can read reviews from my clients at: Wealth Ltd 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 The \'St. James\'s Place Partnership\' and the titles \'Partner\' and \'Partner Practice\' are marketing terms used to describe St. James\'s Place representatives.SJP Approved 16/11/2025