Prepared for UK professional advisers only. There are many different routes to becoming a financial adviser. In this episode, we hear how Sophie Barnes, associate & independent financial adviser at Chattertons Solicitors and Wealth Management, went from a degree in Law and Psychology to becoming a fully chartered adviser.
Host, Sarah Kennedy, partnerships manager at Albemarle Street Partners, explores the challenges new advisers face and strategies to thrive, with Sophie sharing her expertise on ...
Prepared for UK professional advisers only. There are many different routes to becoming a financial adviser. In this episode, we hear how Sophie Barnes, associate & independent financial adviser at Chattertons Solicitors and Wealth Management, went from a degree in Law and Psychology to becoming a fully chartered adviser.
Host, Sarah Kennedy, partnerships manager at Albemarle Street Partners, explores the challenges new advisers face and strategies to thrive, with Sophie sharing her expertise on managing and growing a client portfolio, blending existing relationships with new business opportunities and making the most of professional networks and mentoring.
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To learn more about Albemarle Street Partners, visit aspim.co.uk
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Wisdom Shared is exclusively for professional advisers only. Private investors should contact their financial adviser.
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Issued by Albemarle Street Partners which is a trading name of Atlantic House Investments Limited (AHI), which is authorised and regulated by the Financial Conduct Authority (“FCA”). The information, data, analyses, and opinions contained herein include the proprietary information of Albemarle Street Partners, may not be copied or redistributed without prior permission, do not constitute investment advice offered by Albemarle Street Partners, are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and are not warranted to be correct, complete, or accurate. Albemarle Street Partners shall not be responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use.
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