Sophia Lerche-Thomsen

Sophia Lerche-Thomson, CFA specialises in Family Financial Planning. Sophia’s goal is to help parents make smart decisions with their money to turn their excess monthly income and excess cash into wealth, protect wealth, grow wealth and reduce tax – both for now and for future generations to come. Sophia helps parents invest to secure their children’s financial future – her youngest client is 3 weeks old which she recently set up with a child pension! 

Sophia believes in investing sustainably and according to client preferences invests portfolios into responsible companies with strict Environmental, Social and Governance credentials.

Sophia is proud to be featured in The Times 2022 Guide for Top Rated Advisors in the UK thanks to her 4.9/5 star client review rating. Sophia has also been nominated for the Women in Investment Awards 2022 as ‘Wealth Manager of the Year’.