Sophie Lackie

Sophie Lackie
Financial Adviser, APFS BBA

T: 07395793024

Sophie is one of an up-and-coming generation of financial advisers, transferring strong skills and valuable experience gained from different industry sectors into developing wealth management careers.

After graduating from Lancaster University Management School, Sophie joined Teach First – an intensive teacher training programme. She spent three years as a Key Stage 2 teacher before progressing to the position of Head of Maths and Key Stage 2 Phase Leader.

Sophie joined Willson Grange in September 2017, taking up a traineeship with St. James’s Place Next Generation Academy. Now a qualified APFS Financial Adviser, working towards Chartered status, Sophie feels that her skills gained in the classroom have given her the ability to break down and explain complex ideas to clients.

"With finances, there’s not a ’one size fits all’ approach,"she says. "It’s crucial that I get to know my clients really well, discovering what their plans are for both the short and longer term. That way, I can be sure that I make the most suitable recommendations for their individual needs."

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’I would recommend Willson Grange to anybody looking for a trusted financial adviser who can translate technical language into readily understandable information. They care about their clients and are responsive to their needs.’ - P Egan