Sophie Marfell Email and Phone Number
Sophie Marfell work email
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Sophie Marfell personal email
Sophie Marfell is a Founder and Chartered Financial Planner at Cleverly Planned.
Cleverly Planned
View- Website:
- cleverlyplanned.co.uk
- Employees:
- 1
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Founder And Chartered Financial PlannerCleverly PlannedShipley, Gb -
Founder & Chartered Financial PlannerCleverly Planned Jun 2019 - PresentWest Yorkshire, UkI 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. -
Chartered Financial PlannerNbs Financial Planning Ltd Oct 2014 - Jun 2019
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Co Owner/DirectorNo Gloss Film Festival Ltd Oct 2012 - Oct 2017Leeds, United KingdomNo 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.
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Trustee & TreasurerBradford Lgbt Equity Partnership Jul 2014 - Jul 2016Bradford, United KingdomTrustee 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.
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Financial PlannerBright Wealth Management Jul 2011 - Oct 2014Providing 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.
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Direct Business Centre ConsultantSkipton Financial Services Sep 2007 - Jun 2011As 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. -
Ifa SupportMaestro Financial Services Mar 2005 - Sep 2007Bramhall, Greater Manchester, United KingdomProviding 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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