Sophie Marfell

Sophie Marfell Email and Phone Number

Founder and Chartered Financial Planner @ Cleverly Planned
Shipley, GB
Sophie Marfell's Location
Shipley, England, United Kingdom, United Kingdom
Sophie Marfell's Contact Details

Sophie Marfell work email

Sophie Marfell personal email

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About Sophie Marfell

Sophie Marfell is a Founder and Chartered Financial Planner at Cleverly Planned.

Sophie Marfell's Current Company Details
Cleverly Planned

Cleverly Planned

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Founder and Chartered Financial Planner
Shipley, GB
Website:
cleverlyplanned.co.uk
Employees:
1
Sophie Marfell Work Experience Details
  • Cleverly Planned
    Founder And Chartered Financial Planner
    Cleverly Planned
    Shipley, Gb
    View
  • Cleverly Planned
    Founder & Chartered Financial Planner
    Cleverly Planned Jun 2019 - Present
    West Yorkshire, Uk
    I believe everyone deserves the freedom, choice and security to live life on their own terms. After 10 years working within other advice firms, I founded Cleverly Planned to deliver a more meaningful and human approach to money management and have spent years studying both financial planning and life planning, so I can put you in the fortunate position of being confident you are making the most of your time and your money.
    View
  • Nbs Financial Planning Ltd
    Chartered Financial Planner
    Nbs Financial Planning Ltd Oct 2014 - Jun 2019
  • No Gloss Film Festival Ltd
    Co Owner/Director
    No Gloss Film Festival Ltd Oct 2012 - Oct 2017
    Leeds, United Kingdom
    No Gloss is Leeds' first Independent Film Festival. Showcasing DIY low/no budget films unlike anything you have ever seen. Providing a platform for new filmmakers and opportunities for aspiring filmmakers to learn from each other. "The most edgy, raw, underground film festival in the world" - C Gonzalez, Film Director, NYC.
  • Bradford Lgbt Equity Partnership
    Trustee & Treasurer
    Bradford Lgbt Equity Partnership Jul 2014 - Jul 2016
    Bradford, United Kingdom
    Trustee and Treasurer at Bradford's Equity Partnership, supporting and developing the important work with the LGBT communities to build a strong future for the charity.
  • Bright Wealth Management
    Financial Planner
    Bright Wealth Management Jul 2011 - Oct 2014
    Providing holistic financial advice for those with Inheritance Tax and Estate Planning concerns, I left Bright after they joined St James’ Place, as I wished to remain independent.
  • Skipton Financial Services
    Direct Business Centre Consultant
    Skipton Financial Services Sep 2007 - Jun 2011
    As part of Skipton’s IFA arm, I contacted potential clients through the firm’s affinity groups to introduce the advice service and ascertain their needs. Building relationships with head teachers via the NAHT, doctors via the MIA, and inheritance tax enquiries through the Telegraph partnership, I acquired specialist knowledge in public sector pensions and tax planning to help ensure advice was obtained where it would be of value. Whilst working in this role I was studying for my financial planning exams, obtaining distinctions in tax, trusts and pension qualifications.
    View
  • Maestro Financial Services
    Ifa Support
    Maestro Financial Services Mar 2005 - Sep 2007
    Bramhall, Greater Manchester, United Kingdom
    Providing proactive administrative support within a busy IFA firm. Learnt a lot about the business and looking after clients. Left to return to Yorkshire.

Frequently Asked Questions about Sophie Marfell

What company does Sophie Marfell work for?

Sophie Marfell works for Cleverly Planned

What is Sophie Marfell's role at the current company?

Sophie Marfell's current role is Founder and Chartered Financial Planner.

What is Sophie Marfell's email address?

Sophie Marfell's email address is so****@****d.co.uk

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